Chase Billups (CRD# 6387977) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years of experience in the finance industry.
CRD# 5959695
Fisher Investments
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4234153
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Plano, TX | Oct 2021 - Current | 2 |
| National Securities Corporation | Dallas, TX | Oct 2020 - Sep 2021 | < 1 |
| National Asset Management | Dallas, TX | Oct 2020 - Sep 2021 | < 1 |
| Unemployed | Dallas, TX | May 2020 - Sep 2020 | < 1 |
| National Asset Management | Dallas, TX | Jan 2018 - Apr 2020 | 2 |
| National Securities Corp | Dallas, TX | Aug 2017 - Apr 2020 | 2 |
| Wfg Investments, Inc. | Dallas, TX | Feb 2015 - Aug 2017 | 2 |
| Fidelity Brokerage Services LLC | Westlake, TX | Sep 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV, WY
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