Chase Daknis (CRD# 7718006) is an Investment Advisor Representative working at Lpl Financial LLC in Yorktown, VA and has 1 year of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Newport News, VA | Mar 2023 - Current | 1 |
| James River Country Club | Newport News, VA | Jan 2020 - Apr 2023 | 3 |
| Lpl Financial LLC | Fort Mill, SC | Mar 2023 - Mar 2023 | < 1 |
| 70 X 7 Lawn Care LLC | Yorktown, VA | Mar 2016 - Nov 2022 | 6 |
| Old Point Wealth Management | Newport News, VA | May 2022 - Aug 2022 | < 1 |
| Alpha One Source | Hampton, VA | May 2021 - Aug 2021 | < 1 |
| Unemployed | Yorktown, VA | Jan 2013 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- TX
- VA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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