Chad Groseclose, financial advisor Tampa FL
90 score

Chad Groseclose

CRD Number: 6172780
Current Firm: Usaa Financial Planning Services

Chad Groseclose (CRD# 6172780) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors, Inc. Tampa, FL Nov 2013 - Current 4
Usaa Financial Planning Services Inc. Tampa, FL Nov 2013 - Current 4
Edward Jones St. Louis, MO Mar 2013 - Oct 2013 < 1
Unemployed Orange City, FL Jan 2013 - Feb 2013 < 1
Interstate Dairy Queen Corporation Silver Spring, MD Sep 1994 - Dec 2012 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Chad D. Groseclose
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.