Chad
Thomas-Killam
Potomac Fund Management
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About this Advisor
Chad Thomas-Killam is a financial advisor based in Miami, Florida, working with Potomac Fund Management. Chad has previously held positions at Russell Investments, Ed Mcgill, Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor Inc, Edward Mcgill, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Potomac Fund Management, Inc. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Chad is part of Potomac Fund Management, which has 27 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at Potomac Fund Management is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
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Potomac Fund Management Brokerage Details
$1,857,697,763
27
2,555
$727,083
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Chad Thomas-Killam Work History
Potomac Fund Management, Inc
Edward Mcgill
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Ed Mcgill
Russell Investments
Principal Funds Distributor Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of Chad Thomas-Killam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Potomac Fund Management
Laurel, MD
Avon, OH
Miami, FL
Miami, FL
Athens, GA
Miami, FL
Miami, FL
Miami, FL
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