Shannon Chavez (CRD# 5046813) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Los Angeles, CA | May 2015 - Current | 8 |
| Onewest Bank | Pasadena, CA | Apr 2015 - May 2015 | < 1 |
| City National Bank | Los Angeles, CA | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- CA
-
Total Assets Under Management1,490MILLIONS
-
Total Number of Accounts2,126ACCOUNTS
-
Average Account Value$700,934
- A percentage of assets under your management
- Other
- 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)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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