Chase Wilsey (CRD# 6467222) is an Investment Advisor Representative working at Wilsey Asset Management Incorporated in San Diego, CA and has over 9 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilsey Asset Management | San Diego, CA | Mar 2015 - Current | 9 |
| Wilsey Asset Management | 10680 Treena St Ste 160, CA | Jul 2014 - Mar 2015 | < 1 |
| Northern Arizona University | Flagstaff, AZ | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- AZ
- CA
- NV
- TX
- UT
- WA
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts1,697ACCOUNTS
-
Average Account Value$301,369
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, ID, LA, MT, NC, NH, NV, NY, TX, UT, VA, WA, WI
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