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Chad Tobin, financial advisor Edwardsville IL

Chad Tobin

CRD Number: 5396987
Current Firm: Slagle Financial, LLC
Chad Tobin (CRD# 5396987) is an Investment Advisor Representative working at Slagle Financial, LLC in Edwardsville, IL and has over 9 years of experience in the finance industry.
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Company Name Location Dates Years
Slagle Financial, LLC Edwardsville, IL May 2009 - Current 15
Illinois Benefit Services, Inc. Edwardsville, IL Jul 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Chad A. Tobin
419 St. Louis Street, Edwardsville, IL 62025
Phone Number: 618-692-1657
Firm Website: https://www.facebook.com/slaglefinancial
Registered State(s):
  • FL
  • IL
  • MO
  • TX
Current Firm Details
Slagle Financial, LLC
Firm's CRD Number: 149976
419 St. Louis Street, Edwardsville, IL 62025
By the Numbers
  • Total Assets Under Management
    268
    MILLIONS
  • Total Number of Accounts
    2,827
    ACCOUNTS
  • Average Account Value
    $94,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, FL, GA, IL, IN, LA, MO, MS, NC, NE, TN, TX

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Data verified by both the advisor and the public regulatory data.

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