Nancy
Challenger
Challenger Wealth Management
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About this Advisor
Nancy Challenger is a financial advisor based in Aliso Viejo, California, working with Challenger Wealth Management. Nancy has previously held positions at Royal Alliance Associates, Inc and Challenger Wealth Management, Inc. Nancy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Nancy is part of Challenger Wealth Management, which operates out of Aliso Viejo, California. The firm has 3 employees and manages assets totaling $177.3 million. The firm 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, and selection of other advisers. The fee structure at Challenger Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Challenger Wealth Management Brokerage Details
$177,265,001
3
321
$552,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nancy Challenger Work History
Challenger Wealth Management, Inc
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Nancy Challenger 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 Challenger Wealth Management
Aliso Viejo, CA
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