Chad Majors (CRD# 4521770) is an Investment Advisor Representative working at Next Level Wealth Planning, LLC in Meridian, ID and has over 21 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Financial Planning | Meridian, ID | Oct 2023 - Current | < 1 |
| Majors Financial Group | Meridian, ID | Oct 2005 - Current | 18 |
| Raymond James Financial Services, Inc. | Meridian, ID | Oct 2005 - Oct 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- AZ
- CA
- CO
- ID
- OR
- TX
- UT
- WA
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts1,187ACCOUNTS
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Average Account Value$168,309
- 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
- Other
AZ, CA, CO, ID, OR, TX, UT, WA
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