Chase Fowler (CRD# 7212566) is an Investment Advisor Representative working at Agw Capital Advisors in Tampa, FL and has over 2 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agw Capital Advisors | Tampa, FL | Jan 2023 - Current | 1 |
| Agw Capital Advisors | Tampa, FL | Nov 2019 - Current | 4 |
| Triad Foundation, Inc. | Ithaca, NY | Dec 2012 - Current | 11 |
| Agw Capital Advisors | Tampa, FL | Nov 2019 - Dec 2022 | 3 |
| Wells Fargo | Charlotte, NC | Jun 2017 - Sep 2019 | 2 |
| Student | Tampa And Chapel Hill, NC | Dec 2009 - May 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- FL
-
Total Assets Under Management1,150MILLIONS
-
Total Number of Accounts975ACCOUNTS
-
Average Account Value$1,179,775
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
FL, GA, NY, TX
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