Chance
Vogel
Edelman Financial Engines
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About this Advisor
Chance Vogel is a financial advisor based in Houston, Texas, working with Edelman Financial Engines. Chance has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Tdameritrade, and Financial Engines Advisors L.L.C. Chance has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Chance is part of Edelman Financial Engines, which operates out of Houston, Texas. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
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
Chance Vogel Work History
Financial Engines Advisors L.L.C
Tdameritrade
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Disclosures
Please visit the SEC profile of Chance Vogel 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 Edelman Financial Engines
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Los Angeles, CA
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Spokane Valley, WA
Columbia, SC
Fort Worth, TX
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