Chase Dominguez, financial advisor Los Angeles CA

Chase Dominguez

CRD 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 3 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.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Jason Stein, financial advisor Los Angeles CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Professional Designations
Company Name Location Dates Years
Awm Capital, LLC Phoenix, AZ Oct 2017 - Current 6
New Orleans Saints New Orleans, LA May 2017 - Sep 2017 < 1
University Of Utah Salt Lake City, UT Aug 2013 - Apr 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2020
Contact Info for Chase K. Dominguez
Phone Number: (323) 940-1339
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    531
    MILLIONS
  • Total Number of Accounts
    1,626
    ACCOUNTS
  • Average Account Value
    $326,503
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 pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AZ, CA, FL, GA, IN, LA, MA, MO, NC, NH, NV, OH, SC, TN, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.