Beau Chandon (CRD# 7433498) is an Investment Advisor Representative working at Mariner Independent in Sacramento, CA and has over 2 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Apr 2022 - Current | 2 |
| Lpl Financial, LLC | Sacramento, CA | Aug 2021 - Current | 2 |
| Brown Financial Services Group | Sacramento, CA | Sep 2021 - Apr 2022 | < 1 |
| Jci Insurance | Woodland, CA | Feb 2021 - Aug 2021 | < 1 |
| Avb Marketing | Sacramento, CA | Feb 2020 - Feb 2021 | 1 |
| California.dirt | San Diego, CA | Jul 2019 - Jan 2020 | < 1 |
| Yocha Dehe Golf Club | Brooks, CA | Apr 2018 - Jul 2019 | 1 |
| California State University Sacramento | Sacramento, CA | Sep 2012 - Jun 2019 | 6 |
| Valley Tire Center | Woodland, CA | Jun 2016 - Aug 2017 | 1 |
| Yocha Dehe Golf Club | Brooks, CA | May 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
-
Total Assets Under Management8,147MILLIONS
-
Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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