Chad Brandon Bushon
Investment adviser representative at Spg Advisors LLC
11 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$535.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Spg Advisors, LLCMay 2025 to now
- UnemployedMar 2023 to May 2025
- Joslin Capital Advisors, LLCFeb 2023 to Mar 2023
- Charles Schwab and Co., Inc.Dec 2022 to Feb 2023
- TD Ameritrade, IncNov 2015 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, FL, ID, OR, TX, WA).
Spg Advisors LLC
$535.4MAssets managed
692Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2839515
- Firm CRD
- 284496