Chad Southworth
Chad Southworth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hillsboro, OR, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5860 NE Cornell Road, Hillsboro, OR, 97124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad works as an associate/employee for both Addison Avenue Investment Services and First Technology Federal Credit Union, providing financial advice to members. These roles each take about half of Chad's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations9 states
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