Robert
Chacon

Western International Securities, Inc

CRD#4676205
Investment Advisor
in Westlake Village, CA

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About this Advisor

Robert Chacon is a financial advisor who works in Westlake Village, California with a total of 15 years of relevant experience. Chacon is on the advisory team at Western International Securities, Inc. They have worked at Western International Securities, Inc for their whole career. Chacon maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Western International Securities, Inc is an advisory business headquartered in Pasadena, CA. The company has offices in 119 locations and a total of 424 employees. It administers $4 billion in total assets among its 12,253 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 28 charitable organizations. Of its 12,253 customer accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in investable assets. Western International Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on which service is offered. However, fee types charged by Western International Securities, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2555 Townsgate Rd. Ste. 300
Westlake Village, CA 91361

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,479,601,807

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

424

CA Average: 43
Total Number of Accounts

12,253

CA Average: 3,727
Average Account Size

$283,980

CA Average: $2,033,427

Investment Advisory Services

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

Robert Chacon Work History

Robert has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Western International Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Chacon 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 Western International Securities

Noriko Ikeda
Crystal Bay, NV
Norma Cunanan
Pasadena, CA
Michael Gorak
Pasadena, CA
Allen Solis
Westlake Village, CA
George Sinanis
Westlake Village, CA
Sandi Chui
Pasadena, CA
Brian Schwartz
Woodland Hills, CA
Ivan Parry
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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