Chad Loson, financial advisor Fort Myers FL
93 score

Chad Loson

CRD 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.

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Company Name Location Dates Years
Fifth Third Securities Fort Myers, FL Jul 2009 - Current 7
Fifth Third Fort Myers, FL May 2009 - Current 7
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
Contact Info for Chad N. Loson
Phone Number: 888-889-1025
Firm Website: http://www.53.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    4,744
    ACCOUNTS
  • Average Account Value
    $171,395
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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