Israel Chavez (CRD# 7886072) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Vienna, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna, VA | Mar 2024 - Current | < 1 |
| Securitas | Chantilly, VA | Jul 2022 - Feb 2024 | 1 |
| Howard University | D.c, DC | Aug 2019 - Aug 2023 | 4 |
| Cookout | Manassas, VA | May 2022 - May 2022 | < 1 |
| Dominos | Manassas, VA | Feb 2017 - Mar 2022 | 5 |
| Northern Virginia Community College | Woodbridge, VA | Jan 2018 - Jul 2019 | 1 |
| Jiffy Lube Live | Manassas, VA | Apr 2017 - May 2018 | 1 |
| Colgan High School | Manassas, VA | Aug 2016 - May 2018 | 1 |
| Brenstville High School | Nokesville, VA | Aug 2014 - May 2016 | 1 |
| Benton Middle School | Manassas, VA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- VA
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
-
Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.