Raul Chavez, financial advisor Denver CO

Raul Chavez

CRD Number: 3185803
Current Firm: Rch Fields Family Wealth Management LLC

Raul Chavez (CRD# 3185803) is an Investment Advisor Representative working at Rch Fields Family Wealth Management LLC in Denver, CO and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Rch Fields Family Wealth Management Llc (154757) Wilton, CT Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Sep 2006
Contact Info for Raul A. Chavez
Phone Number: 917-577-8234
Registered State(s):
  • CO
  • CT
  • TX
Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,028,549
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, CT, TX

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