Chelsea English (CRD# 5893137) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5954281
Mercer Global Advisors Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Serving Those Who Serve | Rockville, MD | Oct 2023 - Current | < 1 |
| Lee, Sipe And Associates | Rockville, MD | Oct 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Rockville, MD | Sep 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Rockville, MD | Sep 2023 - Current | < 1 |
| Ls Associates | Rockville, MD | Sep 2023 - Current | < 1 |
| Hantz Group | Southfield, MI | Jun 2017 - Sep 2023 | 6 |
| Hantz Group | Okemos, MI | May 2014 - Jun 2017 | 3 |
| University Of Michigan | Ann Arbor, MI | Jan 2017 - May 2017 | < 1 |
| Full Time Education | Haslett, MI | Jun 2007 - Apr 2017 | 9 |
| Network Of Enlightened Women | Washington Dc, MI | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- MD
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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