Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Austin Billups is a financial advisor who has been working in the financial services industry since 2013. Chase has experience with a number of firms including Fidelity Brokerage Services LLC, WFG Investments, Inc., and National Securities Corporation. Currently, Chase is a registered representative for Fisher Investments and works out of their Plano, TX office. Chase specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/14/2021 - Present
Fisher Investments (PLANO TX)
AR
10/12/2020 - 09/10/2021
NATIONAL SECURITIES CORPORATION (LITTLE ROCK AR)
TX
08/04/2017 - 04/27/2020
NATIONAL SECURITIES CORPORATION (DALLAS TX)
TX
02/24/2015 - 08/22/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
10/27/2014 - 02/13/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 04/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 57 - Securities Trader Exam
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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