Chad Porzig (CRD# 5140142) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
CRD# 5717300
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qp Imagery | Tucson, AZ | May 2021 - Current | 3 |
| Cq Books | Mountain Lakes, NJ | Feb 2021 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | May 2020 - Current | 4 |
| Cetera Finalcial Specialists LLC | Schaumburg, IL | May 2020 - Current | 4 |
| Hd Vest Investment Services | Mountain Lakes, NJ | Dec 2018 - Jun 2020 | 1 |
| Hd Vest Advisory Services | Mountain Lakes, NJ | Dec 2018 - Jun 2020 | 1 |
| Hd Vest Insurance Agency, LLC | Irving, TX | Dec 2018 - Jun 2020 | 1 |
| Pfs Investments Inc. | Oakland, NJ | May 2006 - Dec 2018 | 12 |
| Primerica Financial Services | Oakland, NJ | Sep 2005 - Dec 2018 | 13 |
| Vine Ventures | Madison, CT | Jul 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- AZ
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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, WY
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