Chad Burns Email & Phone Number
Vice President @ Dimensional Fund Advisors
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Chad Burns Location
- Charlotte, NC, US
Chad Burns Work
- 2023 -now Vice President @
- 2019 -now Regional Director @
- 2014 -2019 Managing Director Investment Consulting @
- 2009 -2014 Senior Institutional Investment Consultant @
- 1999 -2009 Vice President Financial Consultant @
Chad Burns Education
- Florida State University - College of Business
BS (Finance)
1994-1998
Chad Burns Skills
- Uniform Combined State Law
- FINRA
- Series 63
- Investment Strategies
- Series 10
- Services
- Retirement
- Series 65
- Series 66
- Asset Allocation
- Financial Analysis
- Investment Advisory
- CIMA
- 401k
- Wealth Management
- Retirement Planning
- Mutual Funds
- Series 9
- Series 7
Chad Burns Summary
- Chad Burns, based in Charlotte, NC, US, is currently a Vice President at Dimensional Fund Advisors. Chad Burns brings experience from previous roles at Dimensional Fund Advisors and Charles Schwab. Chad Burns holds a 1994 - 1998 BS in Finance @ Florida State University - College of Business. With a robust skill set that includes Uniform Combined State Law, FINRA, Series 63, Investment Strategies, Series 10 and more. Chad Burns has 3 emails on RocketReach.
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