Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Michael Tusa is an investment advisor representative associated with Legacy Investment Strategies, LLC. Chad is a registered investment advisor in Louisiana. Chad has been in the securities industry since 2002. He has worked as an investment advisor representative for Crown Capital Securities, L.P. and JWO, CFP AND ASSOCIATES in addition to Legacy Investment Strategies, LLC. Chad is currently registered with LPL Financial LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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LA
01/30/2012 - Present
Legacy Investment Strategies, LLC (METAIRIE LA)
LA
04/29/2002 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (Metairie LA)
IA
Issued 12/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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