Chad Tusa (CRD# 4524325) is an Investment Advisor Representative working at Legacy Investment Strategies, LLC in Metairie, LA and has over 21 years of experience in the finance industry.
CRD# 2407195
Deane Retirement Strategies, Inc.
CRD# 3172450
Cetera Investment Advisers LLC
CRD# 4945227
Second Line Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Metairie, LA | May 2024 - Current | < 1 |
| Legacy Investment Strategies, L.l.c | Metairie, LA | Jan 2012 - Current | 12 |
| Jwo, Cfp And Associates | Gretna, LA | Dec 2001 - Current | 22 |
| Crown Capital Securities, LP | Orange, CA | Apr 2002 - May 2024 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
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- LA
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Total Assets Under Management79MILLIONS
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Total Number of Accounts345ACCOUNTS
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Average Account Value$227,927
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, MD, TX
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