Chad Trevithick (CRD# 4664534) is an Investment Advisor Representative working at Southeast Financial Group in Raleigh, NC and has over 20 years of experience in the finance industry. Chad Trevithick 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Partners Financial Services, LLC | Raleigh, NC | Aug 2019 - Current | 4 |
| Southeast Financial Group (dba) | Raleigh, NC | Jan 2018 - Current | 6 |
| Secrest Blakey & Associates LLC | Raleigh, NC | Jan 2018 - Nov 2019 | 1 |
| Lpl Financial LLC | Raleigh, NC | Jan 2018 - Aug 2019 | 1 |
| Bb&t Investment Services, Inc. | Raleigh, NC | Oct 2015 - Dec 2017 | 2 |
| Lpl Financial LLC | Morrisville, NC | Sep 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- NC
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts324ACCOUNTS
-
Average Account Value$548,832
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CO, FL, MD, NC, NH, OR, SC, TX
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