Dominic
Chavez
Financial Engines Advisors L.L.C
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About this Advisor
Dominic Chavez is a financial advisor based in Albuquerque, New Mexico, with 7 years of industry experience. Chavez works at Financial Engines Advisors L.L.C. Throughout their career, they have worked at Tmfs-Albuquerque, LLC, Tmfs Advisors, LLC and Financial Engines Advisors L.L.C. Chavez has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in New Mexico and Texas. Financial Engines Advisors L.L.C is a registered investment business based in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 people on staff. It controls $242 billion in total assets between its 1,594,707 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 54 charities and foundations. Of its 1,594,707 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. Financial Engines Advisors L.L.C offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually vary depending on which service is offered. However, fees billed by Financial Engines Advisors L.L.C most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dominic Chavez Work History
Dominic has been registered as a financial advisor for 7 years.*
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
Tmfs-Albuquerque, LLC
*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 Dominic Chavez 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 Financial Engines Advisors L.L.C
Fairfax, VA
Lynnwood, WA
Colorado Springs, CO
Newton Center, MA
Phoenix, AZ
Columbus, OH
Fairfax, VA
Roseville, CA
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