Chase Bfacrpc Email & Phone Number
Financial Advisor @ Comprehensive Wealth Management, LLC
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Chase Bfacrpc Location
- Lynnwood, WA, US
Chase Bfacrpc Work
- Financial Advisor @ (January 2024 - Present)
- Financial Advisor | Vice President @ Allegiance Wealth Management A Private Wealth Advisory practice of Ameriprise Fi (June 2020 - December 2023)
- Financial Advisor @ Allegiance Wealth Management A Private Wealth Advisory practice of Ameriprise Fi (April 2019 - June 2020)
- Private Wealth Advisor Apprentice @ Allegiance Wealth Management,a Private Wealth Advisory practice of Ameriprise Fi (October 2016 - April 2019)
- Registered Representative @ (July 2015 - September 2016)
- Registered Representative Intern. @ (April 2012 - September 2013)
Chase Bfacrpc Education
- Western Washington University
Bachelor of Arts (B.A.) (Economics)
Chase Bfacrpc Skills
- 401(k) Rollovers
- Asset Management
- Education
- Financial Advisory
- Investment Management
- Investment Strategies
- Investments
- Management
- Market analysis
- Personal finance
- Portfolio Management
- Protection planning
- Relationship Building
- Retirement
- Retirement Planning
- Risk management
- Strategic Planning
- Team Leadership
- Wealth management
Chase Bfacrpc Summary
- Chase Bfacrpc, based in Lynnwood, WA, US, is currently a Financial Advisor at Comprehensive Wealth Management, LLC. Chase Bfacrpc brings experience from previous roles at Allegiance Wealth Management A Private Wealth Advisory practice of Ameriprise Fi, Allegiance Wealth Management,a Private Wealth Advisory practice of Ameriprise Fi and Foresters Financial. Chase Bfacrpc holds a Bachelor of Arts (B.A.) in Economics @ Western Washington University. With a robust skill set that includes 401(k) Rollovers, Asset Management, Education, Financial Advisory, Investment Management and more. Chase Bfacrpc has 1 mobile phone numbers on RocketReach.
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