Luis Chaves Location
- Houston, TX, US
Luis Chaves Work
- 2026 -now Member @
- 2025 -now Member @
- 2010 -now Co-Founder @
- 2018 -now LPL Financial Advisor @
- 2024 -2025 Board Member @
- 2012 -2018 Financial Advisor, Investment Adviser Representative, and Registered Representative @
- 2008 -2012 Financial Advisor, Investment Adviser Representative, and Registered Representative @ New England Financial
- 2006 -2008 Financial Advisor, Investment Adviser Representative, and Registered Representative @
Luis Chaves Education
- The American College of Financial Services
(Financial Planning and Services)
2012-2014 - University of Georgia - Terry College of Business
Business Administration in Management (Management)
2004-2006 - Gainesville College
Associate of Arts (Business)
2002-2003 - Escuela de Ingeniería de Antioquia
Managerial Engineering (Management)
1999-2000
Luis Chaves Skills
- Financial Planners
- Planning
- Risk Management Consulting
- Fixed Annuities
- Bonds
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Finance
- Series 66
- Strategic Planning
- Benefits
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Stocks
- Risk Management
- Long Term Care
- Disability Insurance
- College Funding Strategies
- 401k Rollovers
- Health Insurance
- Tax Advantaged Investment Strategies
- Series 7
- Employee Benefits
- Health Care Reform
- Financial Services
- Financial Advisory
- Securities
- Leadership
- Group Benefit Plans
- Wealth Management Services
- Employee Benefit Plan Design
Luis Chaves Summary
- Luis Chaves, based in Houston, TX, US, is currently a Co-Founder at Pangea Financial Group. Luis Chaves brings experience from previous roles at Entrepreneurs Organization Houston, C12 Greater Houston, LPL Financial and Downtown Rotary Club of Houston. Luis Chaves holds a 2012 - 2014 The American College of Financial Services. With a robust skill set that includes Financial Planners, Planning, Risk Management Consulting, Fixed Annuities, Bonds and more. Luis Chaves has 3 emails and 1 mobile phone numbers on RocketReach.
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