Chelsea Hodl (CRD# 6723013) is an Investment Advisor Representative working at Synergy Fg in San Ramon, CA and has over 7 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synergy Fg | San Ramon, CA | Feb 2021 - Current | 3 |
| Unemployed | Spokane, WA | Jul 2020 - Feb 2021 | < 1 |
| Juetten Personal Financial Planning, LLC | Bellevue, WA | Oct 2016 - Jun 2020 | 3 |
| Stay-at-home Parent | Spokane, WA | Aug 2014 - Oct 2016 | 2 |
| Student | Spokane, WA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- WA
-
Total Assets Under Management220MILLIONS
-
Total Number of Accounts529ACCOUNTS
-
Average Account Value$416,028
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, UT, WA
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