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Educational Seminars & Workshops Advisors in Patterson, California
2 Results
Unclaimed

LPL Financial LLC

location

PATTERSON, CA

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Chad Michael Webster is a financial advisor with LPL Financial LLC. Chad has been in the financial industry since 2008 and is licensed to provide financial advice in Arizona, California, Colorado, Florida, Montana, Nevada, New Mexico, and Texas. Chad has experience working with individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Chad's previous experience includes working with BANCWEST INVESTMENT SERVICES, INC., SORRENTO PACIFIC FINANCIAL, LLC, and WELLS FARGO ADVISORS, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

PATTERSON, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Philip Fu-pei Chao is a financial advisor at Cetera Investment Advisers LLC in Patterson, CA. Philip has been in the financial industry since 2002. He is also an independent insurance agent. Philip holds a Series 7, Series 31, and Series 66 license. Philip is a Certified Financial Planner. Philip works with individuals, businesses, and non-profits.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals