Chance Trafton (CRD# 5781430) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Amarillo, TX and has over 13 years of experience in the finance industry.
CRD# 4665096
Edward Jones
CRD# 6716087
Cetera Investment Advisers LLC
CRD# 813265
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Amarillo, TX | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Amarillo, TX | Feb 2014 - Current | 10 |
| Axa Advisors, LLC | New York, NY | Jul 2010 - Current | 13 |
| Nfp Advisors | Amarillo, TX | Feb 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- TX
-
Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, VI, VT, WA, WI, WV, WY
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