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Detailed Report
Chad Elton Borsheim
CRD#: 6568148
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 3220 100TH ST
URBANDALE, IA 50322
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2019 - Present (6 years)BEDWARD JONES (CRD# 250)2015 - 2018 (2 years)IAEDWARD JONES (CRD# 250)2016 - 2018 (2 years)
License(s)

State Registrations

B
Iowa 3/8/2019
IA
Iowa 3/29/2019

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
3220 100TH ST, URBANDALE, IA 50322
Registered with this firm since 3/29/2019
B
PFS INVESTMENTS INC. (CRD#:10111)
3220 100TH ST, URBANDALE, IA 50322
Registered with this firm since 3/8/2019
Previous Registration(s)
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IA
 02/19/2016 - 07/15/2018 EDWARD JONES (CRD#:250) Waterloo, IA
B
 12/05/2015 - 07/15/2018 EDWARD JONES (CRD#:250) Waterloo, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.