Chad Dana Champion

Newbridge Financial Services Group, INC.

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Newbridge Financial Services Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

71 advisors

Number of Clients

2,899 clients

Average Client Portfolio

$281K average

Assets Under Management

$813.5M

Fee Structure

Minimum Investment:$25K

Minimum Annual Fee:$250

Location

Collierville, TN

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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.

Employment History

Current Registrations

Nfsg Corporation

December 2020 - Present · 5 yrs 2 mos

Newbridge Securities Corporation

December 2020 - Present · 5 yrs 2 mos

Newbridge Securities CorporationBroker

December 2020 - Present · 5 yrs 2 mos

Previous Registrations

National Asset Management, INC.

October 2018 - December 2020 · 2 yrs 2 mos

National Securities CorporationBroker

October 2018 - December 2020 · 2 yrs 2 mos

B. Riley & CO., LLCBroker

July 2017 - November 2017 · 4 mos

B. Riley Fbr, INC.Broker

July 2017 - November 2018 · 1 yr 4 mos

B. Riley Wealth ManagementBroker

July 2007 - November 2018 · 11 yrs 4 mos

B Riley Wealth Management

July 2007 - November 2018 · 11 yrs 4 mos

Stifel, Nicolaus & Company, Incorporated

January 2000 - August 2007 · 7 yrs 7 mos

Stifel, Nicolaus & Company, IncorporatedBroker

December 1999 - August 2007 · 7 yrs 8 mos

State Registrations13 states

CACOFLGAILMAMONCNJNYTNTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.