Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Franks is a registered investment advisor representative with Eagle Strategies LLC. Chad has been in the industry since 2002. Chad holds Series 6, 7, 24, 63, and 66 licenses. Chad is registered to provide investment advice in Arkansas, Mississippi, and Texas. Chad has 15+ years of experience in the financial services industry. Chad is dedicated to providing personalized financial advice to help clients reach their financial goals. Chad's specialties include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for investment companies.
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.
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.
1
2
MS
06/20/2011 - Present
Eagle Strategies LLC (RIDGELAND MS)
BOTH
Issued 06/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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