Salvador Flores-Chatfield (CRD# 6217830) is an Investment Advisor Representative working at Lincoln Investment in Covina, CA and has over 8 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Jul 2023 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Jul 2023 - Current | < 1 |
| Horace Mann Investors, Inc. | Springfield, IL | Feb 2015 - Jul 2023 | 8 |
| Horace Mann Companies | Springfield, IL | Aug 2013 - Jul 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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