Unclaimed
Chase Knowlton Dominguez is an Investment Advisor Representative at AWM Capital, LLC. Chase has been in the industry since October 2017 and is currently registered with the state of California. Chase is also a Certified Financial Planner and has earned the Series 65 license. Chase has experience in providing financial planning and portfolio management services to individuals, businesses and 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.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/03/2022 - Present
AWM Capital, LLC (Los Angeles CA)
IA
Issued 10/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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