CHAD ALAN SMITH is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2025-07-20 | present | Yes |
| HERITAGE FINANCIAL PLANNING | 2019-04-23 | 2025-07-18 | — |