CG
CFP
CG
CFP

Chad Gardner

15 Years of Experience
Huntsville, AL
Broker

Chad Gardner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

305 Church Street Sw, Suite 620, Huntsville, AL, 35801

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 Activities

Chad owns rental real estate property since 2019, dedicating a few hours per week to finding tenants and addressing tenant issues. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Bbva Wealth Solutions INC.
July 2014 - June 2016 · 1 yr 11 mos
Bbva Securities INC.Broker
July 2014 - June 2016 · 1 yr 11 mos
Raymond James & Associates, INC.Broker
February 2013 - July 2014 · 1 yr 5 mos
Raymond James & Associates, INC.
February 2013 - July 2014 · 1 yr 5 mos
Morgan Keegan & Company, INC.
July 2010 - February 2013 · 2 yrs 7 mos
Morgan Keegan & Company, INC.Broker
June 2010 - February 2013 · 2 yrs 8 mos
State Registrations9 states
ALARCACOFLGAMSTNVA
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.
Chad Gardner - Financial Advisor | TrueAdvisor