Chase Frost, financial advisor Florence AL

Chase Frost

CRD Number: 5623146
Current Firm: Cetera Investment Advisers LLC

Chase Frost (CRD# 5623146) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Florence, AL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Florence, AL Jan 2014 - Current 10
Cetera Investment Services LLC St Cloud, MN May 2013 - Current 10
Regions Bank Florence, AL May 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Chase K. Frost
Phone Number: 888-528-2987
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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