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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadric? Claim Your ProfileChadric Davis is an Investment Advisor Representative at Fisher Investments. Chadric has been in the industry for over 8 years. Chadric has a Series 6, Series 7, and Series 66. Chadric is registered in Texas. Chadric has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TD AMERITRADE, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Chadric specializes in working with individuals, corporations, trusts, and estates. Chadric is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/08/2020 - Present
Fisher Investments (PLANO TX)
TX
10/10/2017 - 12/13/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
08/24/2016 - 09/06/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
10/01/2012 - 07/19/2016
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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