TrueAdvisor
TrueAdvisor
CB
CB

Chad William Balcom

Russell Investments
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Russell Investments
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

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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.

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Employment History
Current Registrations
Russell Investments
April 2010 - Present · 15 yrs 10 mos
Russell Investments Financial Services, LLC
November 2004 - Present · 21 yrs 3 mos
Russell Investments Financial Services, LLCBroker
November 2004 - Present · 21 yrs 3 mos
Previous Registrations
Financial Network Investment CorporationBroker
January 2003 - August 2003 · 7 mos
Zions Investment Securities, INC.Broker
October 2002 - January 2003 · 3 mos
State Registrations3 states
CAHIWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.