![Jessica Chancey, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
Jessica Chancey (CRD# 5906365) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 12 years of experience in the finance industry.
![Mark Ackel, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 4060469
Raymond James & Associates, Inc.
![Cristina Acosta, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 2485377
Ae Wealth Management, LLC
![Edgar Acosta, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 5720193
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2011 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2011 |
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- AZ
- TX
-
Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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