Lisa Chacon, financial advisor Gainesville FL

Lisa Chacon

CRD Number: 5244124
Current Firm: Chacon Diaz & Di Virgilio Wealth Management, LLC

Lisa Chacon (CRD# 5244124) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Chacon Diaz & Di Virgilio Wealth Management, LLC Gainesville, FL Jun 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Lisa A. Chacon
Phone Number: 888-392-8007
Registered State(s):
  • CA
  • FL
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    88
    MILLIONS
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $110,212
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, LA, NE, TX

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