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Chad C
CFP®, CFA®, Series 66
Potsdam, NY
Cambridge Investment Research Advisors
Chad Colbert is a CFP® and CFA® with 22 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at IBN Financial Services Inc and Cetera Advisors LLC. Outside of his advisory role, he serves as a lecturer at SUNY Canton and coaches the college investment club there. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals.
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