ChadHufford- Financial Advisor Anchorage, AK

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About Chad Hufford

Investing and planning for retirement can be challenging, so Veritas helps take the confusion and anxiety out of the process by providing guidance and personalized coaching every step of the way. Together let's build your future with confidence.

Guiding investors like you at every stage of life plan for and manage retirement is the mission of Veritas. After getting to know you and understanding your career and life circumstances, goals, and challenges, we'll undertake a portfolio review to help analyze your investments.

Next, a customized savings and investment blueprint will be drafted to help you achieve your unique goals. Through continued, proactive investment coaching, we'll help ensure your plan and portfolio stay aligned with your objectives as they evolve over your career and changing life circumstances.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

CRD#

5385222

Firm CRD#

11869

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$235,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$100,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890052/paladinregistry-Veritas-Wealth-Management-detailed-disclosure.html

Disclaimer

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management. Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Paladin Advisors

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Paladin Research Report For:

Chad Hufford

Veritas Wealth Management