Chase MilesCRD Number: 5944610
Current Firm: Patterson & Associates
Chase Miles (CRD# 5944610) is an Investment Advisor Representative working at Patterson & Associates in Austin, TX and has over 5 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Patterson Capital Management||Austin, TX||Jul 2014 - Current||3|
|Raymond James & Associates||Ft. Worth, TX||Oct 2012 - Jun 2014||1|
|Morgan Keegan Company||Fort Worth, TX||Aug 2011 - Oct 2012||1|
|Southern Methodist University||Dallas, TX||Aug 2007 - Jul 2011||3|
|Trece Restaurant||Dallas, TX||Jun 2009 - Dec 2009||< 1|
|Ed Martell & Associates||Fountain Valley, CA||May 2006 - Aug 2009||3|
|Mater Dei High School||Santa Ana, CA||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management5,181MILLIONS
Total Number of Accounts47ACCOUNTS
Average Account Value$110,231,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, MN, TX
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