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Chad William Balcom

Russell Investments

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About Chad William Balcom

Chad William Balcom is a financial advisor with Russell Investments. Chad has over 20 years of experience in the financial services industry. Chad holds the Series 7, Series 66, and SIE licenses. Chad also holds registrations in Washington, California and Hawaii. Chad specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Chad Balcom is currently registered with Russell Investments. Russell Investments is a Seattle-based investment firm with over $5 trillion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, pooled investment vehicles, and pension plans. They also offer selection of other advisors and pension consulting.
Russell Investments

1301 SECOND AVENUE

SEATTLE, WA 98101

$52.48B

Assets Under Management

Not reported

Total Clients

71

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of revenue/intracompany agrmts and % of assets/advsmt

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Chad Balcom’s Registration & Firm History

WA

04/08/2010 - Present

Russell Investments (SEATTLE WA)

CA

01/23/2003 - 08/26/2003

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

UT

10/23/2002 - 01/02/2003

ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad William Balcom.
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