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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Chad Baccus is an active financial advisor with GWN Securities Inc. based in PALM BEACH GARDENS, FL. Chad has been in the securities industry since 2012 and is registered in 10 states for both securities and investment advisory services. Chad also holds a Series 7, Series 66, and SIE license. Chad specializes in providing financial planning, market timing services, and portfolio management for individuals. Chad has a strong track record of success and is committed to providing his clients with personalized financial advice and solutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Overland Park, KS

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Chad Glover is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Overland Park, KS. Chad has been working in the financial services industry since February 2004. Chad is licensed to provide financial advice in 36 states. Chad's specialties include financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and market timing services. Chad Glover has 2 state exams and 3 product exams on his record. Chad has been with Cambridge Investment Research, Inc. since May 2023. Prior to that, Chad was with Securities America Advisors. Chad is registered as a representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor firm.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

TORRANCE, CA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Chad Randall Turner is a financial advisor with Centaurus Financial, Inc. Chad has been in the industry since January 2004. Chad is registered with the state of California as both a broker-dealer and an investment advisor. Chad's prior experience includes working at National Planning Corporation in Los Angeles, CA. Chad provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Newtown, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Chad Akselrad is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Newtown, PA. Chad has over 10 years of experience in the financial services industry. Chad has been registered with FINRA since 2014. Chad is a Series 6, 7, 63 and 66 licensed professional. Chad's previous experience includes working as a financial advisor at Merrill Lynch, Charles Schwab & Co., Inc., Citizens Securities, Inc., Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc. and PNC Investments. Chad provides financial advice to individuals, families, and businesses. Chad specializes in financial planning, portfolio management, retirement planning, and estate planning.

SPECIALIZATIONS

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

Centaurus Financial, Inc.

location

IRVINE, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Chad Anderson is a registered representative with Centaurus Financial, Inc. Chad has been in the securities industry since December 2018 and is licensed to provide securities and investment advisory services in 24 states. Centaurus Financial, Inc. is a full-service independent broker/dealer and registered investment advisor headquartered in Anaheim, California. The firm offers a wide range of financial products and services, including investment advice, financial planning, and portfolio management. Chad specializes in providing personalized financial advice to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Merit Advisors, Inc. | CFC ® (Certifications)

location

OKLAHOMA CITY, OK

disclosure

4 Disclosures

ADVISOR BIO

Chad Rogers is an investment advisor representative at Merit Advisors, Inc., located in Oklahoma City, OK. Chad has been in the industry since 2002 and is registered with the state of Oklahoma. Prior to joining Merit Advisors, Inc., Chad was employed at IFP Securities, LLC, The O.N. Equity Sales Company, and Northwestern Mutual Investment Services, LLC. Chad is a Chartered Financial Consultant and holds the Series 6, 7, 63 and 65 licenses. He is also registered to provide securities services in Oklahoma.

SPECIALIZATIONS

Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Carroll, OH

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Chad Disbennett is a financial advisor with over 14 years of experience in the financial services industry. Chad has a deep understanding of the investment markets and a proven track record of success in helping clients reach their financial goals. Chad is a Certified Financial Planner™ professional and holds both Series 7 and Series 66 securities licenses. Chad is registered with Cambridge Investment Research Advisors, Inc. and serves clients in a number of states. Chad's previous experience includes positions with Royal Alliance Associates, Inc., Sterne Agee Financial Services, Inc. and WRP Investments, Inc.

SPECIALIZATIONS

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

Corient | CFP ®,CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Chad Carlson is a financial advisor with Corient, a firm with a long history of providing investment management services. Chad has been in the industry for over two decades and has a strong understanding of the financial markets. Chad is a Certified Financial Planner and a Chartered Financial Analyst. Chad is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Sugar Land, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Chad Andrew James is a financial advisor with over 20 years of experience in the industry. Chad is currently registered with Cambridge Investment Research Advisors, Inc. in Texas. Chad has previously worked with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Chad has a Series 7, Series 66, and SIE licenses. Chad provides financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Corient | CFP ® (Certifications)

location

New York, NY

0 Disclosures

ADVISOR BIO

Chad Jaffee is a financial professional with over a decade of experience in the industry. Chad is currently registered with Corient and is licensed in both New York and Texas. Chad has held several positions at various firms including M Holdings Securities, Inc., MML Investor Services, LLC, and Kore Private Wealth, LLC. Chad specializes in financial planning, portfolio management, and pension consulting. Chad is a Certified Financial Planner. Chad is actively involved in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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