Chad
Loson
Fifth Third Securities, Inc
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About this Advisor
Chad Loson is a financial advisor operating in Fort Myers, Florida, with a total of 14 years of relevant experience. Loson is on the advisory team at Fifth Third Securities, Inc. Their career trajectory has included roles at Fifth Third and Fifth Third Securities. Loson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Fifth Third Securities, Inc is a financial advisory company that has its headquarters in Cincinnati, OH. It has offices in 1,117 locations and a total of 1,205 employees. It oversees $7 billion in assets under management among its 41,519 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 18 charities and foundations. Of its 41,519 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees typically are based on which services the firm provides the client. Fee types billed by Fifth Third Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fifth Third Securities, Inc Brokerage Details
$7,311,047,248
1,205
41,519
$176,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Chad Loson Work History
Chad has been registered as a financial advisor for 14 years.*
Fifth Third
Fifth Third Securities
*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 Chad Loson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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