David Chavez, financial advisor Henderson NV
93 score

David Chavez

CRD Number: 5488270
Current Firm: Ameriprise Financial Services, Inc.

David Chavez (CRD# 5488270) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Henderson, NV and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Henderson, NV Nov 2013 - Current 3
Venetian Las Vegas, NV Jul 2013 - Nov 2013 < 1
Mandalay Bay Las Vegas, NV Jul 2012 - Nov 2013 1
Unemployed Las Vegas, NV May 2012 - Jun 2012 < 1
Bank Of America Merrill Lynch Las Vegas, NV Jun 2010 - May 2012 1
Unemployed Henderson, NV Apr 2010 - Jun 2010 < 1
Mills Music Bothell, WA Mar 2010 - Mar 2010 < 1
Unemployed Kent, WA Jun 2009 - Mar 2010 < 1
Td Ameritrade Beverly Hills, CA Oct 2008 - Jun 2009 < 1
Volt Services Culver City, CA Jul 2008 - Oct 2008 < 1
Unemployed Santa Monica, CA Apr 2008 - Jul 2008 < 1
Waddell & Reed, Inc. Salt Lake City, UT Jan 2008 - Apr 2008 < 1
Unemployed Salt Lake City, UT Jan 2007 - Jan 2008 1
Discover Financial Services West Valley City, UT May 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for David N. Chavez
Phone Number: 612-671-3131
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, 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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