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Chad Thomas Majors

NEXT LEVEL WEALTH PLANNING, LLC·MERIDIAN, Idaho
SIE, Series 7, Series 24, Series 63, Series 65Clean record8 years registeredNEXT LEVEL WEALTH PLANNING, LLC
1817 N LAKES PLACE, MERIDIAN, ID 83646CRD# 4521770Firm CRD# 327644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Thomas Majors · MERIDIAN, ID
Registration
CRD #4521770 · NEXT LEVEL WEALTH PLANNING, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

NEXT LEVEL WEALTH PLANNING, LLC
Oct 2023 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jun 2018 – Oct 2023
Meridian, ID
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 25, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644 · SEC 801-128745
AUM
$244M
Regulatory assets under management
Employees
4
1,319 client accounts
Services offered by NEXT LEVEL WEALTH PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEXT LEVEL WEALTH PLANNING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Chad Thomas Majors offer?
Chad Thomas Majors specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are Chad Thomas Majors's credentials?
Chad Thomas Majors is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Thomas Majors located?
Chad Thomas Majors is based in MERIDIAN, Idaho, working with NEXT LEVEL WEALTH PLANNING, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Chad Thomas Majors charge for services?
Chad Thomas Majors's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT LEVEL WEALTH PLANNING, LLC?
NEXT LEVEL WEALTH PLANNING, LLC has approximately 4 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEXT LEVEL WEALTH PLANNING, LLC

Michael Fowler Aboussie
MERIDIAN, ID
CFP
Jacob Edward Mccarney
MERIDIAN, ID
CFP

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