Chad Disbennett, financial advisor Lancaster OH
93 score

Chad Disbennett

CRD Number: 5630754
Current Firm: Royal Alliance Associates, Inc.

Chad Disbennett (CRD# 5630754) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Lancaster, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Lancaster, OH May 2016 - Current 1
Wrp Investments, Inc. Youngstown, OH Apr 2010 - Current 7
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - May 2016 1
Sterne Agee Financial Services, Inc. Lancaster, OH Sep 2014 - May 2016 1
Royal Oak Financial Worthington, OH Jan 2011 - Sep 2011 < 1
Jehn Financial Services Worthington, OH Mar 2008 - Dec 2010 2
H. Beck, Inc. Rockville, MD Jan 2009 - Apr 2010 1
Rising Star International Worthington, OH Jun 2007 - Mar 2008 < 1
Logan El. H. S. Circleville, OH Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Chad M. Disbennett
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • FL
  • NV
  • NC
  • OH
  • SC
  • VA
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
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
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

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

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