Andrea Chases, financial advisor Ventura CA
93 score

Andrea Chases

CRD Number: 4483869
Current Firm: Park Avenue Securities LLC

Andrea Chases (CRD# 4483869) is an Investment Advisor Representative working at Park Avenue Securities LLC in Ventura, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Pasadena, CA Jan 2012 - Current 4
Accountemps Tarzana, CA Oct 2006 - Current 10
Guardian Life Insurance Company Pasadena, CA Nov 2001 - Current 15
H.d. Vest Investment Services Tazana, CA Apr 2010 - Jan 2012 1
National Planning Corp Sherman Oaks, CA Mar 2007 - Mar 2010 3
Barry Weiner & Associates Woodland Hills, CA Sep 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Andrea L. Chases
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • VA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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