Chase HendersonCRD Number: 6174822
Current Firm: Strategic Advisers, Inc.
Chase Henderson (CRD# 6174822) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Brokerage Services, LLC||Westlake, TX||Mar 2012 - Current||5|
|Fastenal Company||Ft. Worth, TX||Oct 2012 - Mar 2013||< 1|
|Hibbett Sports||Ennis, TX||May 2012 - Oct 2012||< 1|
|Four Seasons Resort And Club||Las Colinas, TX||May 2012 - May 2012||< 1|
|Stephen F. Austin State University-campus Recreation||Nacogdoches, TX||Jan 2010 - May 2012||2|
|Chamberlin Roofing And Waterproofing||Dallas, TX||May 2011 - Aug 2011||< 1|
|Four Season Resort And Club||Las Colinas, TX||May 2011 - May 2011||< 1|
|Four Season Resort And Club||Las Colinas, TX||May 2010 - May 2010||< 1|
|Unemployed||Nacogdoches, TX||May 2009 - Jan 2010||< 1|
|Four Season Resort And Club||Las Colinas, TX||May 2009 - May 2009||< 1|
|Brookshire Brothers||Nacogdoches, TX||Sep 2008 - Mar 2009||< 1|
|Unemployed||Chatfield, TX||May 2008 - Aug 2008||< 1|
|Brookshire Brothers||Nacogdoches, TX||Oct 2007 - May 2008||< 1|
|Unemployed||Chatfield, TX||Aug 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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