Chad Harris, financial advisor Hamilton AL

Chad Harris

CRD Number: 4465820
Current Firm: Lpl Financial LLC

Chad Harris (CRD# 4465820) is an Investment Advisor Representative working at Lpl Financial LLC in Hamilton, AL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Hamilton, AL Oct 2011 - Current 12
First National Bank Hamilton, AL May 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
Contact Info for Chad A. Harris
Phone Number: 704-733-3300
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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