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    Paladin Research Report For:

    Andrew Chabot

    Rancho Wealth Management

    CFP®MBA
    11810 Sebastian Way Suite 105
    Rancho Cucamonga, CA 91730
    858-784-1513
    Visit Website
    https://www.ranchowealth.com/team

    About Andrew Chabot

    Andrew Chabot has been in the financial services industry for over 15 years. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and takes pride in helping his clients pursue their goals in life. He specializes in growing and preserving his client's wealth and helps his clients make better decisions.

    Andrew earned his BA in Marketing and has also earned an MBA. He currently holds FINRA Series 6, 7, 24, 26, 63 and 65 FINRA registration as well as Life / Health / Property and Casualty Insurance licenses.

    See Disclosures

    General Information

    Firm Start Year
    • 2010
    No. of Employees
    • 2-4
    CRD#
    • 4622383
    Firm CRD#
    • 10205
    Insurance License#
    • California Insurance License #0E70330
    Name of Broker/Dealer
    • Securities America
    Name of Custodial Firm
    • Pershing, LLC
    States Licensed in
    • CA,NV,AZ,NJ,PA
    Years of Experience in Financial Services
    • 15
    Work Experience
    • Securities America, Waddell & Reed, LPL Financial, Wells Fargo Bank, Bank Of America, Farmers Insurance Group, CUSO Financial Services, Altura Credit Union
    Work with the following types of clients
    • Businesses, Individual Investors, Non-Profit Organizations

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, MBA
    Securities Licenses
    • Series 6, Series 7, Series 24, Series 26, Series 63, Series 65
    Insurance and Annuity Licenses
    • Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability
    Financial Organization Memberships
    • Financial Planning Association (FPA)
    Non-Financial Organization Memberships
    • Better Business Bureau. Rancho Cucamonga Chamber of Commerce

    Firm Information

    Firm's Number of Clients
    • 150
    Firm's Number of Planning Clients
    • 150
    Firm's Number of Managed Clients
    • 150
    Advisor's Number of Clients
    • 200
    Advisor's Number of Managed Clients
    • 200
    Advisor's Number of Planning Clients
    • 200

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $100,000
    Compensation Methods
    • Hourly, Flat Fee, Commissions, Based on Assets
    Additional Details on Charges
    • Percentage of Assets, Commission and/or hourly rate all agreed upon by both parties. No charge or obligation for initial consultation

    Education

    MBA - Business Administration

    CSUSB

    BA - Marketing

    CSUSB

    Disclosures

    PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

    Additional Detailed Disclosures
    https://www.paladinregistry.com/disclosure/1872957/paladinregistry-Rancho-Wealth-Management-detailed-disclosure.html

    Paladin Advisors

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