Chad Anderson (CRD# 7609911) is an Investment Advisor Representative working at James T. Borello & Company in East Dundee, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James T Borello | East Dundee, IL | Aug 2022 - Current | 1 |
| State Farm | Huntley, IL | Jan 2022 - Jul 2022 | < 1 |
| Walsh Construction | Chicago, IL | Jun 2020 - Jan 2022 | 1 |
| Home Gas Corporation | Miami, FL | Jul 2018 - Jun 2020 | 1 |
| Miami Dolphins | Miami Gardens, FL | Jun 2016 - Jun 2020 | 4 |
| One Time Show LLC | Davie, FL | Jan 2017 - Feb 2020 | 3 |
| Florida Panthers | Sunrise, FL | Oct 2016 - Dec 2019 | 3 |
| Dave And Busters | Hollywood, FL | Oct 2016 - Jul 2018 | 1 |
| Kodama Koi | Davie, FL | Aug 2016 - Oct 2016 | < 1 |
| Entercom Miami | Miami Gardens, FL | Jul 2016 - Aug 2016 | < 1 |
| Five Star Pizza | Sarasota, FL | Mar 2016 - Jun 2016 | < 1 |
| Pittsburgh Pirates | Bradenton, FL | Feb 2016 - Jun 2016 | < 1 |
| Unemployed | Crystal Lake, IL | Dec 2015 - Feb 2016 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2011 - Dec 2015 | 4 |
| Pacer Sports And Entertainment | Indianapolis, IN | May 2015 - Oct 2015 | < 1 |
| Houston Rockets | Houston, TX | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- IL
-
Total Assets Under Management324MILLIONS
-
Total Number of Accounts611ACCOUNTS
-
Average Account Value$529,771
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, NY, SC, TN, TX, UT, VA, WA, WI, WY
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