Chad Alexander Roland
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Kestra Advisory Services, LLCJul 2025 to now
- Kestra Investment Services LLCJul 2025 to now
- Clara, Inc.Jan 2011 to now
- LPL Financial, LLCJun 2019 to Jul 2025
- Raymond James Financial ServicesJan 2011 to Jun 2019
- Raymond James Financial Services Advisors, IncJan 2011 to Jun 2019
- Rdh Investment Group, LLCJan 2011 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 4051638
- Firm CRD
- 283330