Scott ChaseCRD Number: 6297887
Current Firm: Opes Advisors, Inc.
Scott Chase (CRD# 6297887) is an Investment Advisor Representative working at Opes Advisors, Inc. in Palo Alto, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Opes Advisors||Palo Alto, CA||Mar 2011 - Current||5|
|Western Bankcorp||San Jose, CA||Jul 2008 - Mar 2011||2|
|United Home Loan||Palo Alto, CA||Sep 2002 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- 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
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA