Chase Frost, financial advisor Florence AL
93 score

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 7 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 2
Cetera Investment Services LLC St Cloud, MN May 2013 - Current 3
Regions Bank Florence, AL May 2013 - Current 3
Edward Jones St Louis, MO Dec 2008 - May 2013 4
Southern Shores Properties Florence, AL Jan 2008 - Nov 2008 < 1
Lifestyle Services Inc. Muscle Shoals, AL May 2007 - Nov 2008 1
Flat Creek Lodges Haleyville, AL May 2006 - May 2007 1
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
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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