Chad Millar, financial advisor Verona WI

Chad Millar

CRD Number: 6400973
Current Firm: Lincoln Investment

Chad Millar (CRD# 6400973) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Lombard, IL Sep 2014 - Current 9
Chad Millar Photography LLC Bloomington, IL Jul 2013 - Current 10
Pontiac Township High School Pontiac, IL Aug 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Chad J. Millar
Phone Number: 215-887-8111
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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