Chad C Harris

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2008 → Present
  Inspire Financial Group
  Richardson, TX
• 05/2014 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2013 → Present
  Us Retirement Partners
  Richardson, TX
• 07/2019 → 12/2024
  Gokickball Dallas
  Atlanta, GA
• 12/2018 → 12/2024
  Gokickball Dallas
  Atlanta, GA

Other Businesses

INSPIRE FINANCIAL GROUP-3513 SPECTRUM BLVD STE 200, RICHARDSON, TX 75082; INVESTMENT RELATED; FINANCIAL & INSURANCE SALES & SVCS - Insurance includes life, annuities, health, medicare supplemental and long-term care; FINANCIAL AGENT; START DATE 2008; 160 HR/MNTH & DURING TRADING. U.S. RETIREMENT PARTNERS (USRP); 3513 SPECTRUM BLVD SUITE 200, RICHARDSON TX 75082; START DATE: 1/1/2013; AGENT; NATURE OF BUS: INSURANCE AND INVESTMENTS; IR; APPROX. NO. OF HRS./MOS. DEVOTED TO THIS BUS: 40; APPROX. NO. OF HRS./MOS. DEVOTED TO THIS BUS. DURING TRADING HRS.: 40

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-23
• S63 Uniform Securities Agent State Law Examination
  2014-06-10

Other Names

• Chad C Harris