Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Robert Barber is a financial advisor with over 20 years of experience in the financial services industry. Chad has been registered with LPL Financial LLC since October 2021. Prior to that, Chad was with Ameriprise Financial Services, LLC and Edward Jones. Chad holds the Series 6, 7, and 66 securities licenses and the SIE. Chad provides a variety of financial services to individuals, families, businesses, and retirement plans. Chad's specialties include financial planning, portfolio management, and retirement planning. Chad is committed to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/15/2021 - Present
LPL Financial LLC (GREENSBORO NC)
NC
11/19/2014 - 10/13/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Greensboro NC)
NC
05/27/2009 - 10/24/2014
EDWARD JONES (GREENSBORO NC)
MA
03/19/2009 - 06/02/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NC
08/20/2002 - 11/12/2008
EDWARD JONES (GREENSBORO NC)
NJ
12/11/2000 - 12/12/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BOTH
Issued 06/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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