Chad Perry began his financial career with the Principal Financial Group working in San Antonio, New Braunfels, and Austin. He has worked with CPAs over the past few years, assisting in the planning for clients' financial and retirement goals. Chad currently holds the FINRA Series 6 and 63 registrations (held with Harbor Financial Services, LLC) and Series 65 registration (held with Level Four Advisory Services) and is a Registered Representative of Harbor Financial Services, LLC as well as an Investment Advisor Representative of Level Four Advisory Services, LLC. He is also licensed for Life and Health Insurance and Variable Contracts in Texas. Chad graduated from Southern Nazarene University and is working on completing his Masters in Accountancy as part of obtaining his CPA. Chad, his wife Lisa, and their three girls reside in New Braunfels, Texas.