Chad William Lively is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with LIVELY FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIVELY FINANCIAL LLC | 2023-01-24 | present | Yes |
| TOUCHSTONE ADVISORS INC | 2021-03-03 | 2022-11-23 | — |
| BANKERS LIFE ADVISORY SERVICES, INC. | 2020-09-28 | 2021-02-16 | — |