Brett Chipser (CRD# 4861316) is an Investment Advisor Representative working at Chipser Wealth Management, LLC in Destin, FL and has over 19 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chipser Wealth Management, LLC | Destin, FL | Jan 2020 - Current | 4 |
| Wells Fargo Advisors Financial Network, LLC | Destin, FL | Nov 2013 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- AL
- FL
- GA
- LA
- TX
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$349,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, LA, TX
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