AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CP

Chad P Bettelon

California·CRD #5769249
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
2
Exams
5
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Chad Philip Trevithick

North Carolina·CRD #4664534
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
CP

Chad Pierre Parmenter

Texas·CRD #2250205
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
34 yrs
States
2
Exams
6
Since
1992
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CP

Chad P Kulm

South Dakota·CRD #5559134
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
3
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Chad Preston Wilson

North Carolina·CRD #4518233
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
3
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Chad Randal Hamby

Tennessee·CRD #7922689
IA Rep

Investment Adviser Rep at SOUND INCOME STRATEGIES, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CR

Chad Randall Turner

California·CRD #4090213
Dual-registered

Dual-registered at CENTAURUS FINANCIAL, INC.

Experience
22 yrs
States
1
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CR

Chad R Arnold

Texas·CRD #6673791
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Chad R Horton

California·CRD #4249403
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
26 yrs
States
2
Exams
3
Since
2000
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Chad Richard Battison

Kansas·CRD #1980515
IA Rep

Investment Adviser Rep at SUNESIS ADVISORS, LLC

Experience
17 yrs
States
1
Exams
1
Since
2009
Est. fee
AUM / Flat Fee
Minimum
$5.0M
View profile
CR

Chad Richard (ii) Fleming

Georgia·CRD #2480611
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
32 yrs
States
4
Exams
5
Since
1994
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Chad Robert Johnson

Arizona·CRD #4237358
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
25 yrs
States
2
Exams
8
Since
2001
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Chad Roope

Ohio·CRD #5223517
Dual-registered

Dual-registered at LINEWEAVER WEALTH ADVISORS

Experience
19 yrs
States
1
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Chad Ross Allen

New York·CRD #6871638
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Chad Royse Huff

Iowa·CRD #2803109
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
30 yrs
States
1
Exams
4
Since
1996
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Chad R. Wilcott

Texas·CRD #4997603
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
2
Exams
7
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Chad Ryan Miles

California·CRD #3014326
Dual-registered

Dual-registered at OSAIC INSTITUTIONS, INC.

Experience
28 yrs
States
1
Exams
6
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Chad Samuel Elias

Louisiana·CRD #5040054
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Chad S. Campbell

Oregon·CRD #6163605
Dual-registered

Dual-registered at CAPITAL FINANCIAL PLANNERS

Experience
13 yrs
States
2
Exams
4
Since
2013
Est. fee
AUM / Hourly
Minimum
$1.0M
View profile
CS

Chad Sheiner

Colorado·CRD #7226883
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Flat Fee
View profile
CS

Chad Speziale

Florida·CRD #2629173
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
30 yrs
States
1
Exams
6
Since
1996
Fee
AUM / Hourly / Flat Fee / Other
View profile
CS

Chad Stephen Barnes

Rhode Island·CRD #5389496
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
18 yrs
States
2
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Chad Steven Baker

Ohio·CRD #3240935
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
26 yrs
States
2
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Chad Terry Joshpe

New Hampshire·CRD #4914250
Dual-registered

Dual-registered at FORTIS CAPITAL ADVISORS, LLC

Experience
21 yrs
States
1
Exams
3
Since
2005
Est. fee
AUM / Hourly / Flat Fee
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 544 | AdvisorFinder