Michelle Chavez, financial advisor Walnut Creek CA
88 score

Michelle Chavez

CRD Number: 6195061
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Michelle Chavez (CRD# 6195061) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Walnut Creek, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Walnut Creek, CA Mar 2016 - Current < 1
Metlife Securities Inc. San Ramon, CA Nov 2015 - Mar 2016 < 1
Principal Life Insurance Company Walnut Creek, CA Jun 2015 - Nov 2015 < 1
Princor Financial Services Corporation Walnut Creek, CA Jun 2015 - Nov 2015 < 1
Monarch Wealth & Retirement San Ramon, CA Sep 2013 - Jun 2015 1
Sii Investments, Inc. San Ramon, CA May 2013 - Jun 2015 2
Us Merchant Services Concord, CA Jul 2013 - Sep 2013 < 1
Unemployed Walnut Creeke, CA Jun 2012 - May 2013 < 1
Compass Realty Danville, CA Mar 2011 - May 2012 1
Keller Williams Walnut Creek, CA Aug 2010 - Feb 2011 < 1
Unemployed Walnut Creek, CA Jun 2009 - Jul 2010 1
Apps Paramedical Martinez, CA Feb 2008 - May 2009 1
Comerica Bank Walnut Creek, CA Oct 2006 - Feb 2008 1
Wells Fargo Bank Walnut Creek, CA Jul 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Michelle N. Chavez
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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