Chad Richardson
Chad Richardson is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 7 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
9275 Sky Park Court, Suite 350, San Diego, CA, 92123
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is a head or assistant coach for sports at a school, and a board member and finance committee member for Five Acres, each taking minimal time. Chad also owns Caltex Financial Group and sells group insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations17 states
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