John Chapra (CRD# 4949654) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 15 years of experience in the finance industry. John Chapra 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# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Alternatives, Inc. | La Jolla, CA | Dec 2021 - Current | 2 |
| Hillegas Advisory Services | Solana Beach, CA | Apr 2014 - Current | 10 |
| Teradata Corporation | San Diego, CA | Jan 1990 - Jan 2020 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
- TX
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Total Assets Under Management507MILLIONS
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Total Number of Accounts1,218ACCOUNTS
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Average Account Value$416,317
- 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)
AZ, CA, CO, NY, TX, WA
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