Chad Rixse (CRD# 6427741) is an Investment Advisor Representative working at Forefront in Austin, TX and has over 9 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forefront Wealth Partners | Austin, TX | Apr 2024 - Current | < 1 |
| Forefront Insurance Partners | Austin, TX | Feb 2021 - Current | 3 |
| Forefront Tax Partners | Austin, TX | Feb 2021 - Current | 3 |
| Forefront Wealth Partners | Austin, TX | Aug 2021 - Mar 2024 | 2 |
| Calton & Associates, Inc. | Tampa, FL | May 2020 - Jan 2023 | 2 |
| Independent Financial Partners | Anchorage, AK | Apr 2019 - Apr 2020 | 1 |
| Far North Capital LLC | Anchorage, AK | Dec 2018 - Apr 2019 | < 1 |
| Virtual Partners Group, Inc. | Woodland Hills, CA | May 2018 - Apr 2019 | < 1 |
| Millennial Wealth Llc, | Seattle, WA | Sep 2017 - Nov 2018 | 1 |
| Wells Fargo Advisors, LLC | Seattle, WA | Nov 2014 - Aug 2017 | 2 |
| Enterprise Rent A Car | Seattle, WA | Feb 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- AK
- CA
- FL
- MI
- OH
- PA
- TX
- VA
- WA
- WI
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts482ACCOUNTS
-
Average Account Value$129,697
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, CA, FL, MI, NH, OH, PA, TX, VA, WA, WI
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