Chad Alexander Roland
Investment Adviser Representative at Kestra Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Alexander Roland is an investment adviser representative with Kestra Advisory Services, LLC in Spokane Valley, WA, where they have been registered since 2025. They have worked in the securities industry since 1999 and have been registered with 6 firms, including LPL Financial LLC and Raymond James Financial Services Advisors, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Texas and Washington.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
26 states and territories
Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial ServicesJan 2011 – Jun 2019Spokane Valley, WA
- Raymond James Financial Services Advisors, IncJan 2011 – Jun 2019Spokane, WA
- RDH Investment Group, LLCJan 2011 – Jan 2019Spokane, WA
- Clara, Inc.Jan 2011 – no end date reportedSpokane, WA
- LPL Financial, LLCJun 2019 – Jul 2025Spokane Valley, WA
- Kestra Investment Services LLCJul 2025 – no end date reportedSpokane Valley, WA
- Kestra Advisory Services LLCJul 2025 – no end date reportedSpokane Valley, WA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kestra Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,427
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Austin, TX
- SEC file number:
- 801-56126
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kestra Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Alexander Roland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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