Chad Mangum
Chad, an Investment Advisor Representative based in Charlotte, NC, specializes in creating personalized financial plans tailored to his clients' individual goals and circumstances. With 18 years of experience in financial advising, he is dedicated to providing exceptional personal service and guiding clients towards the right financial solutions.
Chad is passionate about assisting a diverse range of clients and takes pride in simplifying the complexities of financial planning. He understands the importance of both the big picture and the finer details in crafting effective strategies for his clients.
With qualifications including Series 6, Series 63, Series 65, Life and Health Insurance License, and Medicare Supplement/Long Term Care License, Chad is committed to expanding his expertise by pursuing accreditation as a Certified Retirement Counselor (CRC) and obtaining his Series 7 License in the near future.
Chad, licensed in North and South Carolina, Virginia, Tennessee, and Missouri, is dedicated to helping clients navigate their retirement decisions and investment needs. Additionally, he enjoys outdoor activities with his wife Jessica and their three children, engaging in camping, hiking, rafting, and other adventures together.
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
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Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
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