Christopher Chad Soileau
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab & Co., Inc.Dec 2023 to now
- Cetera AdvisorsJan 2019 to Oct 2023
- Horizon Advisor NetworkJan 2019 to Oct 2023
- Horizon Financial GroupNov 2018 to Oct 2023
- Cetera Investment Advisers LLCFeb 2018 to Nov 2018
- Cetera Investment Services LLCFeb 2018 to Nov 2018
- Jd BankFeb 2018 to Nov 2018
- Hancock Investment Services, Inc.Jul 2012 to Nov 2017
- Hancock BankJul 2012 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (LA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 4790640
- Firm CRD
- 5393