Alan Chase, financial advisor New Braunfels TX

Alan Chase

CRD Number: 1262788
Current Firm: Commonwealth Financial Network

Alan Chase (CRD# 1262788) is an Investment Advisor Representative working at Commonwealth Financial Network in New Braunfels, TX and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ingenuity Financial, Inc. San Antonio, TX Jan 2001 - Current 23
Commonwealth Equity Services, Inc. San Antonio, TX Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Alan M. Chase
Phone Number: 781-736-0700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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