Chad LosonCRD Number: 5433871
Current Firm: Fifth Third Securities, Inc.
Chad Loson (CRD# 5433871) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Myers, FL and has over 8 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|Fifth Third Securities||Fort Myers, FL||Jul 2009 - Current||7|
|Fifth Third||Fort Myers, FL||May 2009 - Current||8|
|Ubs Financial Services Inc.||Miami, FL||Oct 2007 - May 2009||1|
|University Of Miami||Coral Gables, FL||Aug 2004 - May 2008||3|
|Sony Pictures Entertainment Television International||Miami Beach, FL||Feb 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- 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)
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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