Chad Champion, financial advisor Collierville TN

Chad Champion

CRD Number: 3038162
Current Firm: Newbridge Financial Services Group, Inc.

Chad Champion (CRD# 3038162) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Collierville, TN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Newbridge Securities Corporation Collierville, TN Dec 2020 - Current 3
Newbridge Financial Services Group, Inc. Collierville, TN Dec 2020 - Current 3
National Securities Corporation Collierville, TN Oct 2018 - Dec 2020 2
National Asset Management Collierville, TN Oct 2018 - Dec 2020 2
Wunderlich Securities, Inc. St. Louis, MO Jul 2007 - Oct 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Chad D. Champion
Phone Number: 954-334-3450
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    566
    MILLIONS
  • Total Number of Accounts
    2,506
    ACCOUNTS
  • Average Account Value
    $225,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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, WY

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