Chance
Wegner
The Ayco Company, L.P
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About this Advisor
Chance Wegner is a financial advisor based in Newport Beach, California, working with The Ayco Company, L.P. Chance has previously held positions at The Ayco Company, L.P./Mercer Allied, Merrill Lynch, CVS, Dust Out, Genesee Cut Stone, Monster Energy, Genesee Cut Stone, Eastern Michigan University, and Goldman Sachs & Co. LLC. Chance has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Chance is part of The Ayco Company, L.P, which operates out of Newport Beach, California. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ayco Company, L.P Brokerage Details
$25,870,062,000
1,792
46,004
$562,344
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chance Wegner Work History
Goldman Sachs & Co. LLC
The Ayco Company, L.P./Mercer Allied
Merrill Lynch
Cvs
Dust Out
Genesee Cut Stone
Monster Energy
Genesse Cut Stone
Cvs
Eastern Michigan University
Disclosures
Please visit the SEC profile of Chance Wegner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Ayco Company, L.P
Newport Beach, CA
Chicago, IL
Cohoes, NY
Canonsburg, PA
Morristown, NJ
Miami, FL
Irving, TX
Atlanta, GA
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