Shannon ChavezCRD 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.
Awm Capital, LLC
Wedbush Securities Inc.
Householder Group Estate & Retirement Specialists
|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|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts1,898ACCOUNTS
Average Account Value$731,557
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NJ, NV, NY, TN, TX
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.