Chad Quinn Porzig
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
21 years in the industry.
- Qp ImageryMay 2021 to now
- Cq BooksFeb 2021 to now
- Cetera Investment Advisers LLCMay 2020 to now
- Cetera Finalcial Specialists LLCMay 2020 to now
- Hd Vest Advisory ServicesDec 2018 to Jun 2020
- Hd Vest Insurance Agency, LLCDec 2018 to Jun 2020
- Hd Vest Investment ServicesDec 2018 to Jun 2020
- Pfs Investments Inc.May 2006 to Dec 2018
- Primerica Financial ServicesSep 2005 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5140142
- Firm CRD
- 105644