Chris Dountz (CRD# 4937515) is an Investment Advisor Representative working at Dca Investment Advisory, LLC in Chandler, AZ and has over 15 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dca Investment Advisory | Columbus, OH | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- AZ
- OH
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$437,750
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, OH
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