Johnny Chuchen (CRD# 3024845) is an Investment Advisor Representative working at Ivernia Capital, LLC in Marina Del Rey, CA and has over 19 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Wealth Concepts, LLC | Waltham, MA | Feb 2023 - Current | 1 |
Laurel Wealth Advisors | Solana Beach, CA | Jan 2021 - Current | 3 |
Ivernia Capital, LLC | Marina Del Rey, CA | Jul 2018 - Current | 5 |
Laurel Wealth Advisors | La Jolla, CA | May 2015 - Dec 2020 | 5 |
Indexmlp, LLC | La Jolla, CA | Feb 2016 - Jun 2018 | 2 |
Ubs Financial Services Inc. | Los Angeles, CA | Sep 2008 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2004 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- CA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts49ACCOUNTS
-
Average Account Value$796,434
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, MT
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.