Chad Tom (CRD# 3021957) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Zanesville, OH and has over 22 years of experience in the finance industry.
CRD# 3251296
Edward Jones
CRD# 4542547
Raymond James & Associates, Inc.
CRD# 2409682
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Advisor Alliance | Zanesville, OH | Mar 2024 - Current | < 1 |
| Lpl Financial, LLC | Zanesville, OH | Dec 2014 - Current | 9 |
| Stratos Wealth Partners, Ltd | Zanesville, OH | Jan 2015 - Mar 2024 | 9 |
| The Huntington Investment Company | Columbus, OH | Apr 2008 - Dec 2014 | 6 |
| Huntington National Bank | Zanesville, OH | May 2006 - Dec 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- MD
- OH
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Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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