Chad
Simon
Advisory Services Network
Answer a few questions and
get matched with an advisor.
About this Advisor
Chad Simon is a financial advisor based in Covington, Louisiana who has 1 year of relevant experience. Simon is currently employed by Advisory Services Network. Over the course of their career, they have held roles at Simon & Simon Financial, LLC, Retirement Income & Insurance Solutions, LLC, Foundation Investment Advisors, LLC and Advisory Services Network, LLC. Simon has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Louisiana and Texas. Advisory Services Network is a registered investment company that has its headquarters in Atlanta, GA. It has offices in 84 locations and a total of 212 advisors. It administers $6 billion in assets between its 22,847 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 22,847 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Advisory Services Network provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which services are provided. However, fee types billed by Advisory Services Network most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Simon Work History
Chad has been registered as a financial advisor for 1 years.*
Advisory Services Network, LLC
Simon & Simon Financial, LLC
Retirement Income & Insurance Solutions, LLC
Foundation Investment Advisors, LLC
*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 Simon 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 Advisory Services Network
Eagle River, AK
Atlanta, GA
Atlanta, GA
Tampa, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Portage, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
