Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chance? Claim Your ProfileChance J. Dial is an investment advisor representative with Creative Planning. Chance has been in the financial industry since 2018 and is currently registered with the state of Texas. Chance has a Series 63 and 65 licenses and holds the SIE and Series 6TO designations. Chance has worked at Lockton Investment Securities, LLC and Creative Planning. Creative Planning, LLC is an independent wealth management firm that provides financial planning, investment management, and other advisory services to individuals, families, and businesses. The firm has over $175 billion in assets under management.
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.
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
KS
12/19/2021 - Present
Creative Planning (OVERLAND PARK KS)
TX
09/30/2019 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DALLAS TX)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Chance Dial is the right advisor for you? Invested Better is here to help.
