Rosario Chacon (CRD# 6411770) is an Investment Advisor Representative working at Wealth-source Financial in Oakland, CA and has over 9 years of experience in the finance industry. Rosario Chacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Economic Development Agency | San Francisco, CA | Jan 2019 - Current | 5 |
| Wealth-source Financial | Oakland, CA | Jul 2018 - Current | 5 |
| Personal Financial Consultants | Lafayette, CA | Nov 2016 - Apr 2018 | 1 |
| Private Consulting | Bay Area, CA | Mar 2016 - Nov 2016 | < 1 |
| Morgan Stanley | Pleasanton, CA | Oct 2014 - Feb 2016 | 1 |
| Unemployed | Bay Area, CA | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts9ACCOUNTS
-
Average Account Value$31,111
- 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)
- Educational seminars/workshops
CA
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