Shannon Chavez, financial advisor Los Angeles CA

Shannon Chavez

CRD Number: 5046813
Current Firm: City National Securities, Inc.

Shannon Chavez (CRD# 5046813) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
City National Bank Los Angeles, CA May 2015 - Current 6
Onewest Bank Pasadena, CA Apr 2015 - May 2015 < 1
City National Bank Los Angeles, CA Oct 2012 - Apr 2015 2
Crowell, Weedon & Company Los Angeles, CA Oct 2005 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Shannon M. Chavez
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $731,557
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NJ, NV, NY, TN, TX

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