Stephen Chase (CRD# 4608972) is an Investment Advisor Representative working at Avantax Advisory Services in Danvers, MA and has over 21 years of experience in the finance industry.
CRD# 2570107
Abrams Financial Management
CRD# 4429381
Lpl Financial LLC
CRD# 5466021
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Danvers, MA | Oct 2019 - Current | 4 |
| Avantax Advisory Services | Danvers, MA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Danvers, MA | Oct 2003 - Current | 20 |
| Grandmaison & Tripoli LLP | Danvers, MA | Feb 1994 - Nov 2022 | 28 |
| 1st Global Advisors, Inc. | Danvers, MA | Jan 2003 - Oct 2019 | 16 |
| 1st Global Capital Corp | Danvers, MA | Dec 2002 - Oct 2019 | 16 |
| Steve Chase Landscaping | Danvers, MA | Jan 1980 - Dec 2015 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- MA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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