Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Olivier is an investment advisor representative at CWM, LLC. Chad has been in the financial services industry since 1996. Chad is registered with the Financial Industry Regulatory Authority (FINRA) and is a Certified Financial Planner. Chad provides investment advisory services, portfolio management, financial planning, estate planning, and other advisory services. Chad is also a licensed insurance agent for life, disability, annuities and long-term care. Chad has a strong track record of success in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
LA
03/19/2019 - Present
CWM, LLC (Baton Rouge LA)
LA
02/12/2002 - 04/09/2019
LPL FINANCIAL LLC (BATON ROUGE LA)
TN
09/21/1998 - 03/11/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MI
04/15/1996 - 10/01/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 04/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Olivier is the right advisor for you? Invested Better is here to help.
