Chad Porzig is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 19 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Tucson, AZ
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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.
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Chad owns CQ Books, an e-commerce business selling books, and QP Imagery, a photography and videography business. He spends a few hours per week on each activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Primerica Advisors
PFS Investments INC.Broker
State Registrations2 states
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