Chad DisbennettCRD 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.
Rebel Financial, LLC
Pds Planning Inc.
Landfall Financial Advisors, Inc.
|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|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.