Rachel
Salazar Chung

Forthright Capital Advisory

CRD#7683130
Investment Advisor
in Las Vegas, NV

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About this Advisor

Rachel Salazar Chung is a financial advisor operating out of Las Vegas, Nevada. Salazar Chung currently works for Forthright Capital Advisory. During their career, Salazar Chung has held roles at Forthright Capital Advisory, LLC, Forthright Capital Partners, LLC, Forest Lawn Memorial-Parks And Mortuaries, Polypeptide Laboratories and American Income Life Insurance. Salazar Chung has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Florida. Forthright Capital Advisory is an advisory company that has its headquarters in Las Vegas, NV. The company has offices in two locations and a total of six financial advisors. It manages $6 million in assets among its 42 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 42 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. Forthright Capital Advisory provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on the type of services provided. However, fee types charged by Forthright Capital Advisory likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

Office Location

7251 W Lake Mead Blvd, Ste 300
Las Vegas, NV 89128

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Forthright Capital Advisory Brokerage Details

Total Assets Under Management

$6,290,424

NV Average: $664,206,839
Total Number of Employees

6

NV Average: 10
Total Number of Accounts

42

NV Average: 1,698
Average Account Size

$149,772

NV Average: $391,170

Investment Advisory Services

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

Rachel Salazar Chung Work History

Rachel has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Forthright Capital Advisory, LLC

2022 - 2022 (< 1 year)

Forthright Capital Partners, LLC

2022 - 2022 (< 1 year)

American Income Life Insurance

2017 - 2022 (5 years)

Forest Lawn Memorial-Parks And Mortuaries

2010 - 2017 (7 years)

Polypeptide Laboratories

*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 Rachel Salazar Chung 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 Forthright Capital Advisory

Whittney Harvey
Las Vegas, NV
Camille Liljequist
Las Vegas, NV
Rachel Salazar Chung
Las Vegas, NV

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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