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Balcom Investments Team Achieves President’s Club Status in Atria Wealth Solutions’ Recognition program for Outstanding Performance in Independent Financial Advice

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Balcom Investments Team Achieves President’s Club Status in Atria Wealth Solutions’ Recognition program for Outstanding Performance in Independent Financial Advice

March 13
20:13 2024

Kirkland – March 13, 2024 – Atria Wealth Solutions recently announced that Chantal Balcom, a registered representative affiliated with broker-dealer and Registered Investment Advisor at Cadaret Grant achieved the 2023 President’s Club award for exceptional performance by a financial professional.

Each year, the Recognition Club at Atria Wealth Solutions celebrates financial professionals within their network who have demonstrated the highest levels of client service.

“Congratulations to Balcom Investments on being named to the President’s Club,” said Bill Morrissey, head of Atria’s independent channel. “This honor is the result of their consistent commitment to client success and financial peace of mind. Balcom Investments continues to reflect the very best of our industry and is an inspiration to financial professionals across the industry. Everyone at Atria is honored that we get to support outstanding financial professionals like Chantal Balcom.

Chantal is President at Balcom Investments and has been providing financial advice to the Kirkland, WA area since 1997. Call (425)284-6800 or visit to learn more.

About Atria Wealth Solutions, Inc.

Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer subsidiaries, located throughout the U.S., empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria has six broker-dealer subsidiaries: Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC. Atria’s subsidiaries together support nearly 2,500 financial professionals and over $100 billion of assets under administration. For more information, please visit

Balcom Investments

Chantal Balcom, Registered Representative


[email protected]

The 2023 Presidents Club recognition program established by Atria Wealth Solutions (“Atria”) is issued to financial professionals associated with Atria subsidiaries whom are in the top 12% of gross dealer concessions (GDC) and fees generated from January 1, 2023 through December 30, 2023 and whom have been deemed by their respective supervising firms as being in good standing with compliance requirements.  Presidents Club membership is no guarantee of future investment success and does not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the financial professional by any client nor are they representative of any one client’s evaluation.

Media Contact
Company Name: Balcom Investments
Contact Person: Chantal Balcom
Email: Send Email
City: Kirkland
State: WA
Country: United States