Louise Chauncey (CRD# 1143172) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Charleston, SC and has over 10 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Asset Management | Daniel Island, SC | Mar 2021 - Current | 3 |
| Winslow Wealth Management LLC | Boston, MA | May 2018 - Mar 2021 | 2 |
| Minnesota Life Insurance Company | St. Paul, MN | Jul 2017 - May 2018 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | Jul 2017 - May 2018 | < 1 |
| Commonwealth Financial Group | Daniel Island, SC | Jul 2017 - May 2018 | < 1 |
| Unemployed | Weston, MA | Mar 2017 - Jul 2017 | < 1 |
| First Republic Securities Company, LLC | Wellesley, MA | Oct 2013 - Mar 2017 | 3 |
| First Republic Investment Management | Wellesley, MA | Apr 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
- SC
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Total Assets Under Management7,645MILLIONS
-
Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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