Chad Soileau

Independent Branch Financial Consultant

+1 337-265-4210

Financial credentials

  • Series 4, 6, 7, 24, 26, 52, 53, 62, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • Independent Branch Financial Consultant, Charles Schwab, 2023-present
  • Practice Management Associate/Advisor Consultant, Horizon Financial Group, 2018-2023
  • Financial Advisor, JD Bank/JD Prime Investments, 2018-2018
  • VP Regional Sales Manager, Hancock Whitney Investments, 2012-2017
  • VP Investment Advisor Sales Manager, JB Morgan Chase, 2011-2012
  • Manager of Financial Services/Financial Consultant, Prudential Financial, 2010-2011

Personal interests and affiliations

  • Financial Planners Association of Louisiana: Current member, former board member

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.