Chance
Vogel
Financial Engines Advisors L.L.C
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About this Advisor
Chance Vogel is a financial advisor working in Houston, Texas who has 3 years of relevant experience. Vogel is an employee of Financial Engines Advisors L.L.C. During their career, Vogel has held roles at Morgan Stanley, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Tdameritrade and Financial Engines Advisors L.L.C. Vogel has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Financial Engines Advisors L.L.C is a company that has its headquarters in Santa Clara, CA. The firm has offices in 149 locations and a total of 1,514 employees. It manages $242 billion in assets under management across its 1,594,707 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 54 charitable organizations. Of its 1,594,707 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. The business has a broad set of services, including 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. Financial advisory fees usually are based on which services are offered. However, fee types billed by Financial Engines Advisors L.L.C 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
Chance Vogel Work History
Chance has been registered as a financial advisor for 3 years.*
Financial Engines Advisors L.L.C
Tdameritrade
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Morgan Stanley
*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 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 Financial Engines Advisors L.L.C
Farmington, CT
Lynnwood, WA
Roseville, CA
Alexandria, VA
Columbus, OH
Short Hills, NJ
Fairfax, VA
Whitman, MA
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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