Chad Stevens is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 6 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 is an Investment Advisor Representative (IAR) with Merit Financial Group, dedicating full-time hours to serving clients. He also has a real estate rental business involving roommates in his primary residence, requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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