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Chad Balcom

22 Years of Experience
Broker

Chad Balcom is a registered investment advisor at Russell Investments, based in Seattle, WA, with 22 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

401 Union Street, 18th Floor, Seattle, WA, 98101

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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.

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Employment History
Current Registrations
Russell Investments
April 2010 - Present · 16 yrs
Russell Investments Financial Services, LLCBroker
November 2004 - Present · 21 yrs 5 mos
Russell Investments Financial Services, LLC
November 2004 - Present · 21 yrs 5 mos
Previous Registrations
Financial Network Investment CorporationBroker
January 2003 - August 2003 · 7 mos
Zions Investment Securities, INC.Broker
October 2002 - January 2003 · 3 mos
State Registrations3 states
CAHIWA
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.