Chadwick
Canine

Mariner Platform Solutions

CRD#4395267
Investment Advisor
in Wimberley, TX

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About this Advisor

Chadwick Canine is a certified financial planner and chartered financial analyst who works out of Wimberley, Texas with 1 year of relevant experience. Canine is an employee of Mariner Platform Solutions. The advisor has gained experience at Signature Estate & Investment Advisors, LLC, Signature Investment Advisors, LLC, Signator Investors Inc, Adviceperiod, LLC, Rsm Us Wealth Management LLC, Mariner Platform Solutions and Jooy Wealth. Canine maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Texas. Mariner Platform Solutions is a financial advisory firm based in Leawood, KS. It has offices in 33 locations and a total of 75 financial advisors. It controls $3 billion in assets between its 6,916 accounts, placing it among the largest firms in the country by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth individuals who have more than $1 million in investable assets. Mariner Platform Solutions performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on which services are offered. Fees charged by Mariner Platform Solutions can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Wimberley, TX

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

TX Average: $2,243,162,756
Total Number of Employees

75

TX Average: 44
Total Number of Accounts

6,916

TX Average: 4,091
Average Account Size

$442,159

TX Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Chadwick Canine Work History

Chadwick has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Platform Solutions

2022 - Present (2 years)

Jooy Wealth

2016 - 2022 (6 years)

Rsm Us Wealth Management LLC

2014 - 2016 (2 years)

Adviceperiod, LLC

2013 - 2014 (1 year)

Signature Estate & Investment Advisors, LLC

2013 - 2014 (1 year)

Signature Investment Advisors, LLC

2013 - 2014 (1 year)

Signator Investors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chadwick Canine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Platform Solutions

Branch Lawson
Athens, GA
Chadwick Canine
Wimberley, TX
Megan Logee
East Greenwich, RI
Rehan Chaudhry
Valley Village, CA
Omar Morillo
Hollywood, FL
Kimberly Clouse
Brookline, MA
Richard Hansen
Calabasas, CA
Madison Trout
Warrenton, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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