Ian Chesnut (CRD# 7406746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chandler, AZ | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jun 2021 - Current | 2 |
| Highline Autos | Scottsdale, AZ | Jan 2020 - Jan 2022 | 2 |
| Towne Park | Phoenix, AZ | May 2015 - Feb 2020 | 4 |
| Amazon | Phoenix, AZ | Sep 2017 - Dec 2019 | 2 |
| University Of Arizona | Tuscon, AZ | Dec 2014 - May 2015 | < 1 |
| Unemployed | Phoenix, AZ | Aug 2014 - Dec 2014 | < 1 |
| Jimmy Johns | Phoenix, AZ | May 2014 - Jul 2014 | < 1 |
| Arcadia High School | Phoenix, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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