Chad FaulCRD Number: 6434965
Current Firm: Mariner Independent Advisor Network, LLC
Chad Faul (CRD# 6434965) is an Investment Advisor Representative working at Mariner Independent Advisor Network, LLC in Walnut Creek, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Mariner Independent Advisor Network, LLC||Walnut Creek, CA||Nov 2021 - Current||2|
|Lpl Financial, LLC||Walnut Creek, CA||Nov 2019 - Current||4|
|Lpl Financial, LLC||Walnut Creek, CA||Aug 2017 - Nov 2019||2|
|Texas Christian University||Fort Worth, TX||Aug 2014 - Dec 2018||4|
|Lpl Financial, LLC||Brentwood, CA||Jun 2016 - Sep 2016||< 1|
|Lpl Financial, LLC||Brentwood, CA||Jan 2015 - Mar 2016||1|
|Coronado High School||Coronado, CA||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management6,257MILLIONS
Total Number of Accounts24,608ACCOUNTS
Average Account Value$254,275
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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