CW
Chad Warrick
from Summit Wealth Partners, LLC
Chad Warrick is a financial advisor based in Florida, Orlando,
with 25 years of experience. Chad currently works for
Summit Wealth Partners, LLC.
Chad maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Chad Warrick works at Summit Wealth Partners, LLC
Summit Wealth Partners, LLC is a financial advisory firm based in Orlando, Florida. It currently has approximately $527,319,042 of assets under management and employs about 20 people. Summit Wealth Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
800 N. Orange Avenue, Suite 302, Orlando, Florida, 32801
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