John Chitaley (CRD# 2958340) is an Investment Advisor Representative working at Avantax Advisory Services in University Place, WA and has over 22 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6886032
Capital Partners Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Commencement Bay Cpa Pllc | University Place, WA | Oct 2020 - Current | 3 |
Avantax Insurance Agency, LLC | University Place, WA | Feb 2014 - Current | 10 |
Avantax Advisory Services | University Place, WA | Feb 2012 - Current | 12 |
Avantax Investment Services, Inc. | University Place, WA | Nov 2011 - Current | 12 |
Chitaley Associates | University Place, WA | Mar 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2001 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- WA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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