Nancy
Challenger

Challenger Wealth Management

CRD#1377977
Investment Advisor
in Aliso Viejo, CA

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6B Liberty #140
Aliso Viejo, CA 92656

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Challenger Wealth Management Brokerage Details

Total Assets Under Management

$177,265,001

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

321

CA Average: 3,727
Average Account Size

$552,227

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nancy Challenger Work History

2002 - Present (22 years)

Challenger Wealth Management, Inc

1991 - 2018 (27 years)

Royal Alliance Associates, Inc

Created with Highcharts 6.0.7

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

Nancy Challenger
Aliso Viejo, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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