Chad Richmond Justice
Directeur Général chez Collaborative Wealth Management, Inc.
Profil
Mr. Chad R.
Justice is a President & Chief Executive Officer at Collaborative Wealth Management, Inc. He founded the firm in 2006 and currently managing over a half-billion in client assets.
He leads multiple collaborative advisory teams in many cities in Florida, employing 25 people to deliver a high level of service.
He is registered with the Securities Exchange Commission (SEC) and FINRA to provide investment advisory and planning services in 46 states.
His experience lies in retirement, estate, and trust planning for clients.
He worked with Ameriprise Financial for two years.
Mr. Justice received a bachelor’s degree in Business Administration, with a double major in Finance & Entrepreneurship.
Postes actifs de Chad Richmond Justice
| Sociétés | Poste | Début |
|---|---|---|
Collaborative Wealth Management, Inc.
 Collaborative Wealth Management, Inc. Investment ManagersFinance Collaborative Wealth Management, Inc. (CollaborativeWEALTH) is an independent registered investment advisor headquartered in Lake Mary, Florida. The firm was founded by Chad R. Justice in 2006. CollaborativeWEALTH provides planning and consulting services to affluent families, individuals, and businesses. | Directeur Général | 01/01/2006 |
Formation de Chad Richmond Justice
| Hankamer School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Collaborative Wealth Management, Inc.
Collaborative Wealth Management, Inc. Investment ManagersFinance Collaborative Wealth Management, Inc. (CollaborativeWEALTH) is an independent registered investment advisor headquartered in Lake Mary, Florida. The firm was founded by Chad R. Justice in 2006. CollaborativeWEALTH provides planning and consulting services to affluent families, individuals, and businesses. | Finance |
