Chad Schneider (CRD# 4191671) is an Investment Advisor Representative working at Oak Harvest Investment Services in Houston, TX and has over 23 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Oak Harvest Financial Group | Houston, TX | Oct 2021 - Current | 2 |
Oak Harvest Investment Services | Houston, TX | Oct 2021 - Current | 2 |
Unemployed | Houston, TX | Feb 2021 - Oct 2021 | < 1 |
Hodos Wealth Group | Spring, TX | Jan 2021 - Feb 2021 | < 1 |
Private Advisor Group, LLC | Morristown, NJ | Jun 2016 - Jan 2021 | 4 |
Private Advisor Group/lpl Financial Dba Kidwell & | Houston, TX | Nov 2015 - Jan 2021 | 5 |
Kidwell & Company | Spring, TX | Nov 2015 - Jan 2021 | 5 |
Unemployed | Katy, TX | May 2015 - Oct 2015 | < 1 |
Unemployed | Katy, TX | May 2015 - Oct 2015 | < 1 |
Linsco/private Ledger Corp. | Kingwood, TX | Apr 2004 - May 2015 | 11 |
Robert D White & Associates | Kingwood, TX | Jan 2004 - May 2015 | 11 |
Lpl Financial Dba Legacy Wealth Management | Kingwood, TX | Jan 2004 - May 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2000 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- TX
-
Total Assets Under Management729MILLIONS
-
Total Number of Accounts817ACCOUNTS
-
Average Account Value$892,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, LA, NC, NH, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI
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