Chad Roland is a registered investment advisor, based in Spokane Valley, WA, with 26 years of industry experience.
Location
16201 E Indiana Ave, Ste 2280, Spokane Valley, WA, 99216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chad has several outside business activities, including a business entity for tax/investment purposes, a DBA for LPL business, involvement with a non-profit organization, and real estate rental. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Davidson Trust CO.
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.