Andrea Chases (CRD# 4483869) is an Investment Advisor Representative working at Park Avenue Securities LLC in Irvine, CA and has over 22 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance Company | Irvine, CA | Oct 2022 - Current | 1 |
Park Avenue Securities | Irvine, CA | Oct 2022 - Current | 1 |
Accountemps | Tarzana, CA | Oct 2006 - Current | 17 |
Guardian Life Insurance | Beverly Hills, CA | Jun 2020 - Sep 2022 | 2 |
Park Avenue Securities | Beverly Hills, CA | Jun 2020 - Sep 2022 | 2 |
Park Avenue Securities | Pasadena, CA | Jan 2012 - May 2020 | 8 |
Guardian Life Insurance Company | Pasadena, CA | Nov 2001 - May 2020 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2002 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- CA
- DE
- MD
- NV
- NC
- PA
- TX
- VA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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