Chad
Curtis
Independent Financial Group, LLC
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About this Advisor
Chad Curtis is a financial advisor based in Woodstock, Georgia, working with Independent Financial Group, LLC. Chad has previously held positions at Guardian Life Insurance Company, Park Avenue Securities, Bankers Life Advisory Services, Inc, Bankers Life Securities, Inc, Strategic Retirement Solutions, LLC, Regal Investment Advisors, LLC, Regulus, LLC, Peachtree Planning Corp, American Senior Benefits, Gradient Securities, LLC, and Independent Financial Group, LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Chad is part of Independent Financial Group, LLC, which operates out of Woodstock, Georgia. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Chad Curtis Work History
Independent Financial Group, LLC
Strategic Retirement Solutions, LLC
American Senior Benefits
Gradient Securities, LLC
Regal Investment Advisors, LLC
Regulus, LLC
Bankers Life Advisory Services, Inc
Bankers Life Securities, Inc
Guardian Life Insurance Company
Park Avenue Securities
Peachtree Planning Corp
Disclosures
Please visit the SEC profile of Chad Curtis 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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