Chad Liston, financial advisor Sanford ME
93 score

Chad Liston

CRD Number: 4456037
Current Firm: Msi Financial Services, Inc.

Chad Liston (CRD# 4456037) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Sanford, ME and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities, Inc. Portsmouth, NH Sep 2001 - Current 15
Metropolitan Life Ins. Company Portsmouth, NH Sep 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Chad M. Liston
Phone Number: 800-638-8378
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, 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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