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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

    I am a local, independent, CERTIFIED FINANCIAL PLANNER and specialize in growing and more importantly preserving wealth for my clients. As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child's college education or help support a loved one. In addition, you must prepare for your own retirement as well as consider what's to be done with your estate after you are gone. You are confronted with a growing number of investment and insurance products and services. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program. Add up all of these important considerations and your need for competent, objective financial guidance has never been greater. This is where I come in. I help you make better decisions.

    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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    Connect with us

    • Office Address
      12150 Monument Drive, Suite 700
      Fairfax, VA, 22033
    • Telephones
      Tel: 703-651-2060
      Fax: 703-259-4487
    • Social Networks

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