Chad Wilson, financial advisor Jackson TN
96 score

Chad Wilson

CRD Number: 4518233
Current Firm: Investment Professionals, Inc.

Chad Wilson (CRD# 4518233) is an Investment Advisor Representative working at Investment Professionals, Inc. in Jackson, TN and has over 14 years of experience in the finance industry. Chad Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Investment Professionals Inc. Jackson, TN Dec 2004 - Current 12
Mckenzie Banking Co Mekenzie, TN Aug 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for Chad P. Wilson
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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
96
Clean Record
This advisor has a clean track record with regulators.

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