Best Investors Account Sign in

Chad Fox

Orion Portfolio Solutions, LLC

Omaha, NE

Claim This Profile
Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-08-17
  • NE RA
    APPROVED
    Since 2026-08-17

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Waltham MA 02/2019 12/2021
New York Life Insurance Co. Waltham MA 01/2019 12/2021
Adva-Net Lakewood Ranch FL 06/2017 08/2017
University Of Rhode Island Kingston RI 01/2014 12/2018
Brinker Capital Securities Berwyn PA 12/2021 Present
Orion Portfolio Solutions Omaha NE 01/2023 Present
  • 02/2019 → 12/2021
    Nylife Securities Llc
    Waltham, MA
  • 01/2019 → 12/2021
    New York Life Insurance Co.
    Waltham, MA
  • 06/2017 → 08/2017
    Adva-Net
    Lakewood Ranch, FL
  • 01/2014 → 12/2018
    University Of Rhode Island
    Kingston, RI
  • 12/2021 → Present
    Brinker Capital Securities
    Berwyn, PA
  • 01/2023 → Present
    Orion Portfolio Solutions
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-31
S63 Uniform Securities Agent State Law Examination 2019-12-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-31
  • S63 Uniform Securities Agent State Law Examination
    2019-12-23

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor