CD
CD

Chad Dilday

23 Years of Experience
Bentonville, AR
BrokerSells Insurance

Chad Dilday is a registered investment advisor at LPL Financial LLC, based in Bentonville, AR, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

1104 SW 2nd St, Bentonville, AR, 72712-5026

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Chad operates Avery Hudson Wealth Management as a DBA for his LPL business. He also engages in non-variable insurance sales, including life insurance and fixed annuities, and is the President of Avery Hudson Insurance, selling property & casualty and other insurances, dedicating minimal time to these insurance activities. Chad also owns AH Real Estate LLC, spending minimal time on real estate rental activities.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 5 mos
LPL Financial LLC
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Arvest Asset Management
July 2005 - December 2010 · 5 yrs 5 mos
Arvest Asset ManagementBroker
September 2002 - December 2010 · 8 yrs 3 mos
State Registrations23 states
ARAZCACOCTFLGAIAILINKSLAMIMNMOMSMTNEOKORTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.