Chad White, CIMA®, AIF®
Lakewood, New Jersey, 08701
Member Since 2007
At Safe Harbor Wealth Management, we\'re in the business of aligning your investment goals with your life needs, to help you make the most of the financial gains you\'ve worked so hard to achieve.
We provide a unique combination of highly personalized attention, along with some of the most stringent ethical standards in the industry.
The result is a documented investment strategy that structured to address your individual needs - not just for today, but for tomorrow.
So, think of working with Safe Harbor Wealth Management as investing in your future. We do.
My Location
Background Information
Years of Financial Experience
- 16
Education
- Raritan Valley College
Certifications and Designations
- CIMA®
- AIF®
Association Memberships
- Investment Management Consultants Association
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them monthly
Registration & Licensing
- CRD/IARD Number: 2695394
- Securities Registrations: Series 65, Series 63, Series 7, Series 6, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities and advisory services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC.
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Visit Website - http://www.safeharborwm.com
