ADVISOR BIO

Chad Allen is a financial advisor with Fisher Investments. Chad has been in the industry since 2003 and is registered with the state of California and Texas. Chad is licensed to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, insurance companies, investment companies, pooled investment vehicles, and other investment advisors. Chad has been with Fisher Investments since 2003.

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ADVISOR BIO

Chad Evans is a financial advisor at Morgan Stanley. Chad has been in the financial services industry since 1990. Chad has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Chad is licensed to provide investment advice in several states.

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ADVISOR BIO

Chad Benton MacAllister is a financial advisor with over 19 years of experience in the financial services industry. Chad is currently registered with Morgan Stanley, a leading financial services firm, and holds a Series 66, Series 7, Series 31 and SIE license. Chad has a strong background in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Before joining Morgan Stanley, Chad worked at UBS Financial Services Inc. for over five years. Chad is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals.

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ADVISOR BIO

Chadwick Christian Bolick is a financial advisor with Morgan Stanley. Chadwick is registered with the state of California and Texas, and holds Series 7 and 66 licenses. He has been working in the financial services industry since August 2016. Chadwick is also a minority partner in the Porter Club LLC, a travel advisory firm.

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ADVISOR BIO

Champhang Wolfard is a registered representative with Morgan Stanley. Champhang has been in the industry since January 12, 2010. Champhang is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

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ADVISOR BIO

Chandra Leann Uselton is a registered representative and investment advisor representative in California with over 10 years of experience in the financial services industry. Chandra is affiliated with State Farm Investment Management Corp. and has a background in insurance. Chandra holds the Series 6, Series 63 and SIE licenses. Chandra has a designation of Chartered Financial Consultant. Chandra's primary work experience is with State Farm Investment Management Corp. and Anne Lintz's Insurance Agency.

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ADVISOR BIO

Chandra Platt is a financial advisor registered with Morgan Stanley. Chandra has been in the financial industry since 2015. Chandra is licensed in 38 states and has a Series 7, Series 66 and SIE license. Chandra has a history of working with individual investors, high-net-worth individuals, and corporations. Chandra also provides financial planning and portfolio management services.

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ADVISOR BIO

Chaohui Guo is a financial advisor at Morgan Stanley. Chaohui is registered in 28 states and the District of Columbia for securities and investment advisory services. Chaohui has passed the Series 66, Series 7 and SIE exams. Chaohui has been in the financial services industry for 8 years. Chaohui has worked for Morgan Stanley for over a year and has experience working at Kirin Global Inc. and St. Margaret's Episcopal School.

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ADVISOR BIO

Charles Gramling is an investment advisor representative at Brandes Investment Partners, LP. Charles has been in the industry since October 2004. Charles is registered with the following states: Alabama, Alaska, Arkansas, California, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kentucky, Louisiana, Maine, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, Texas, Virginia, West Virginia and Wisconsin. Charles is also registered with the following professional organization: FINRA.

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ADVISOR BIO

Charles John Farrell is a registered investment advisor with over 20 years of experience. Charles currently works at Beacon Pointe Advisors, LLC, a firm with over 31 billion dollars in regulatory assets under management. Charles specializes in financial planning, portfolio management, and consulting services for individuals, families, corporations, and institutions. Prior to Beacon Pointe Advisors, LLC, Charles was at Northstar Investment Advisors, LLC and Commonwealth Financial Network. Charles is licensed and registered to provide financial advice in Colorado and Ohio.

SPECIALIZATIONS