Chad ChampionCRD Number: 3038162
Current Firm: Wunderlich Securities, Inc.
Chad Champion (CRD# 3038162) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Memphis, TN and has over 17 years of experience in the finance industry.
Delta Asset Management, LLC
Wells Fargo Advisors, LLC
Ameriprise Financial Services, Inc.
|Wunderlich Securities, Inc.||St. Louis, MO||Jul 2007 - Current||9|
|Stifel, Nicolaus & Company, Incorporated||St Louis, MO||Mar 1998 - Jul 2007||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV