Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
24 years
Location
Hamilton, AL 35570
Cetera
Institution
Chad Harris is a financial advisor with Cetera who holds a Series 63 designation and has 24 years of industry experience. He previously worked at LPL Financial for 15 years and has been affiliated with First National Bank since 2001, where he serves as a for-profit board member. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account management across diverse program structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Hamilton, AL
361 Military Street South
Hamilton AL 35570
Advisors at this office
1
Alabama
24 years of industry experience
Cetera
2026 - Present • 1 year
Hamilton, AL
Cetera Investment Services Llc
2026 - Present • 1 year
Saint Cloud, MN
LPL Financial
2011 - 2026 • 15 years
Hamilton, AL
First National bank
2001 - Present • 25 years
Hamilton, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Hamilton, AL
Wells Fargo Clearing
Rodney Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, Regions Bank, Cetera, Ameriprise Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.
Series 63, Series 66
Hamilton, AL
Edward Jones
Larry Nix is a financial advisor at Edward Jones with 23 years of industry experience and holds Series 63 and Series 66 designations. He has been with Edward Jones since 2009. Outside of his advisory role, he owns and operates Tara Place Christmas Tree Farm, a seasonal business in Hamilton, Alabama. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.
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