ADVISOR BIO

Chad Allen is a financial advisor with Fisher Investments. Chad has been in the industry since 2003 and is registered with the state of California and Texas. Chad is licensed to provide investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, insurance companies, investment companies, pooled investment vehicles, and other investment advisors. Chad has been with Fisher Investments since 2003.

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ADVISOR BIO

Chad Jensen is a financial advisor who has been in the industry since February 8, 2004. Chad is currently registered with Brandes Investment Partners, LP in La Jolla, California. Chad is also registered as an Investment Advisor Representative in California. Chad has a wide range of experience in the financial industry, including working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Chad is committed to providing his clients with personalized financial advice and investment management services. Chad holds the Series 6, 7, 63 and 65 licenses.

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ADVISOR BIO

Chad Kessler is a registered investment advisor representative with One Capital Management, LLC. Chad has been in the financial services industry since 2005, and has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients. Chad has experience working with high-net-worth individuals, families, businesses, and institutions. Chad holds the Series 66, Series 7, and Series 24 licenses and the SIE designation. Chad is also a member of the ALS Association - Orange County Chapter.

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ADVISOR BIO

Chadwick Christian Bolick is a financial advisor with Morgan Stanley. Chadwick is registered with the state of California and Texas, and holds Series 7 and 66 licenses. He has been working in the financial services industry since August 2016. Chadwick is also a minority partner in the Porter Club LLC, a travel advisory firm.

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ADVISOR BIO

Champhang Wolfard is a registered representative with Morgan Stanley. Champhang has been in the industry since January 12, 2010. Champhang is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Chandra Platt is a financial advisor registered with Morgan Stanley. Chandra has been in the financial industry since 2015. Chandra is licensed in 38 states and has a Series 7, Series 66 and SIE license. Chandra has a history of working with individual investors, high-net-worth individuals, and corporations. Chandra also provides financial planning and portfolio management services.

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ADVISOR BIO

Chandra Leann Uselton is a registered representative and investment advisor representative in California with over 10 years of experience in the financial services industry. Chandra is affiliated with State Farm Investment Management Corp. and has a background in insurance. Chandra holds the Series 6, Series 63 and SIE licenses. Chandra has a designation of Chartered Financial Consultant. Chandra's primary work experience is with State Farm Investment Management Corp. and Anne Lintz's Insurance Agency.

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ADVISOR BIO

Chaohui Guo is a financial advisor at Morgan Stanley. Chaohui is registered in 28 states and the District of Columbia for securities and investment advisory services. Chaohui has passed the Series 66, Series 7 and SIE exams. Chaohui has been in the financial services industry for 8 years. Chaohui has worked for Morgan Stanley for over a year and has experience working at Kirin Global Inc. and St. Margaret's Episcopal School.

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ADVISOR BIO

Charles Ellsworth Oehmke is a financial advisor with Morgan Stanley. Charles is registered with the state of California and Texas, and has a Series 7TO, Series 66, and SIE license. Charles has been in the financial industry since 2020. Charles's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Charles Y Kerl is a financial advisor with Morgan Stanley. Charles has been a registered investment advisor in the financial services industry since 2011. Charles is currently registered with the state of California, Minnesota and Texas. Charles is also registered as a General Securities Representative, Series 31 and Securities Industry Essentials. Charles's firm, Morgan Stanley, manages assets for individuals, corporations, institutions and governments, in addition to pooled investment vehicles. Charles is also a partner in Bear Unlimited LLC, a real estate firm.

SPECIALIZATIONS