Chase DominguezCRD Number: 7305647
Current Firm: Awm Capital, LLC
Chase Dominguez (CRD# 7305647) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry. Chase Dominguez 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.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|Awm Capital, LLC||Phoenix, AZ||Oct 2017 - Current||5|
|New Orleans Saints||New Orleans, LA||May 2017 - Sep 2017||< 1|
|University Of Utah||Salt Lake City, UT||Aug 2013 - Apr 2017||3|
|Orange Lutheran High School||Orange, CA||Aug 2009 - Jul 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2020|
Total Assets Under Management531MILLIONS
Total Number of Accounts1,626ACCOUNTS
Average Account Value$326,503
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, FL, GA, IL, IN, LA, MA, MO, NC, NH, NV, SC, TN, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.