Chad Roberts (CRD# 7035232) is an Investment Advisor Representative working at First Command Advisory Services in Beavercreek, OH and has over 5 years of experience in the finance industry.
CRD# 4749092
Charles Schwab & Company, Inc.
CRD# 4553605
Alban Investment Management, LLC
CRD# 4193503
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth, TX | Jan 2021 - Current | 3 |
| First Command Advisor Services, Inc. | Fort Worth, TX | Jan 2021 - Current | 3 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2021 - Current | 3 |
| Edward Jones | St Louis, MO | Nov 2018 - Jan 2021 | 2 |
| United States Air Force | Albuquerque, NM | Jan 1996 - Oct 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management17,482MILLIONS
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Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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