Chad Hufford, financial advisor Anchorage AK
93 score

Chad Hufford

CRD Number: 5385222
Current Firm: Planmember Securities Corporation

Chad Hufford (CRD# 5385222) is an Investment Advisor Representative working at Planmember Securities Corporation in Anchorage, AK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Veritas Wealth Management Anchorage, AK Jan 2015 - Current 1
Planmember Securities Corporation Anchorage, AK Sep 2013 - Current 3
Planmember Securities Corporation Carpinteria, CA Oct 2007 - Current 9
Denali Capital Preservation LLC Anchorage, AK Jul 2013 - Dec 2014 1
Powerhouse Gym Anchorage, AK Apr 2002 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Chad R. Hufford
Phone Number: 805-684-1199
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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