Chad Alexander Roland

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 06/2019
  Raymond James Financial Services
  Spokane Valley, WA
• 01/2011 → 06/2019
  Raymond James Financial Services Advisors, Inc
  Spokane, WA
• 01/2011 → 01/2019
  Rdh Investment Group, Llc
  Spokane, WA
• 01/2011 → Present
  Clara, Inc.
  Spokane, WA
• 06/2019 → 07/2025
  Lpl Financial, Llc
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Investment Services Llc
  Spokane Valley, WA
• 07/2025 → Present
  Kestra Advisory Services Llc
  Spokane Valley, WA

Previous Registrations

• 2019-06-28 → 2025-08-04
  Lpl Financial Llc
  Meridian, ID
  Spokane Valley, WA
  Spokane Valley, WA
• 2011-01-10 → 2019-07-02
  Raymond James Financial Services Advisors, Inc
  Spokane Valley, WA
  Spokane Valley, WA
• 2000-03-08 → 2010-12-31
  D.A. Davidson & Co.
  Spokane, WA
  Spokane Valley, WA
  Spokane, WA
• 2002-04-08 → 2009-11-12
  Davidson Investment Advisors, Inc.
  Spokane, WA
• 2003-07-29 → 2006-12-18
  Davidson Trust Co.
  Spokane, WA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: PACNORTH RETIREMENT GROUP POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2011 ADDRESS: 16201 E Indiana Ave., Ste. 2280, Spokane Valley WA 99216, United States DESCRIPTION: Financial Advisor Name: CLARA INC. POSITION: Owner NATURE: This is my own individual Sub s corp for all business related to my job as a financial advisor. INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 16201 E Indiana Ave., Ste. 2280, Spokane Valley WA 99216, United States DESCRIPTION: Duties as a financial advisor. Name: 1014 RIVERSIDE HARBOR DRIVE POSITION: Partner NATURE: Family Partnership INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2000 ADDRESS: 2776 N Rydal Lane, Liberty Lake WA 99019, United States DESCRIPTION: I work with the accountant to file tax returns at the end of the year.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-06