Chad Loson (CRD# 5433871) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Fort Myers, FL and has over 15 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Fort Myers, FL | Jul 2009 - Current | 14 |
| Fifth Third | Fort Myers, FL | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2008 |
- FL
-
Total Assets Under Management7,983MILLIONS
-
Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- 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)
- Other
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