Chevron Financial

Chevron Financial (CRD# 321794) is a financial advisory firm headquartered in , . They manage $5,977,394 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/chevronfinancial
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $153,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Chevron Financial
Showing 1 - 1 of 1 top financial advisors.
1
Bradford Russell, financial advisor Pineville NC
Bradford A. Russell
CRD#: 7548871
Pineville, NC

Bradford Russell (CRD# 7548871) is an Investment Advisor Representative working at Chevron Financial in Pineville, NC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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