Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Van houten is an investment advisor representative with Integrated Wealth Concepts LLC in Modesto, CA. Chad is a Registered Investment Advisor and is also licensed in California. Chad has been in the financial services industry since 2013 and specializes in providing financial planning, investment management, and retirement planning services. Chad’s prior experience with Grimbleby Coleman CPAs helps him understand the needs of his clients. Chad is committed to providing his clients with personalized advice and strategies that are tailored to their unique financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/10/2024 - Present
Integrated Wealth Concepts LLC (MODESTO CA)
Active
Inactive
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