Chandler Tso (CRD# 7490166) is an Investment Advisor Representative working at Kelsey Financial, LLC in Moorpark, CA and has over 2 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Precision Castparts Corp. | Lake Oswego, OR | Mar 2023 - Current | 1 |
| Kelsey Financial | Moorpark, CA | Jan 2022 - Current | 2 |
| City Of Los Angeles | Los Angeles, CA | Jun 2017 - Mar 2023 | 5 |
| Premium Quality Lighting | Simi Valley, CA | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | Simi Valley, CA | May 2016 - Jun 2017 | 1 |
| Full-time Student - Usc | Los Angeles, CA | Aug 2013 - May 2016 | 2 |
| Iprint Technologies | Chatsworth, CA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
- OR
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts237ACCOUNTS
-
Average Account Value$583,910
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, NV, OR, TX
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