Chase Armer (CRD# 4134404) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 22 years of experience in the finance industry. Chase Armer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6247916
Chimera Wealth
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 2712051
Adams Ashby Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planned Solutions, Inc. | Folsom, CA | Jun 2002 - Current | 21 |
| Securities Service Network Inc. | Folsom, CA | May 2002 - Apr 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
- CA
- ID
- LA
- NV
- NM
- OR
- TX
- WA
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Total Assets Under Management468MILLIONS
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Total Number of Accounts2,021ACCOUNTS
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Average Account Value$231,688
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, LA, NM, NV, OR, TX, WA
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