Chad ChanceCRD Number: 5360073
Current Firm: Lpl Financial LLC
Chad Chance (CRD# 5360073) is an Investment Advisor Representative working at Lpl Financial LLC in Springdale, AR and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Lpl Financial, LLC||Springdale, AR||Jun 2007 - Current||10|
|Simmons First Bank||Springdal, AR||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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