John ChapraCRD Number: 4949654
Current Firm: Financial Alternatives, Inc.
John Chapra (CRD# 4949654) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 13 years of experience in the finance industry. John Chapra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Financial Alternatives, Inc.||La Jolla, CA||Dec 2021 - Current||< 1|
|Hillegas Advisory Services||Solana Beach, CA||Apr 2014 - Current||8|
|Teradata Corporation||San Diego, CA||Jan 1990 - Jan 2020||30|
|Hillegas Advisory Service||San Diego, CA||Sep 2006 - Apr 2014||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
Total Assets Under Management459MILLIONS
Total Number of Accounts1,259ACCOUNTS
Average Account Value$364,216
- 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)
AZ, CA, CO, NY, TX, WA
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