Chase
Bertrand
49 Financial
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About this Advisor
Chase Bertrand is a financial advisor based in Austin, Texas, working with 49 Financial. Chase has previously held positions at Apple, Grub Burger Bar, Texas A&M University, City Of Nederland, Axa Advisors, LLC, Purshe Kaplan Sterling Investments, 49 Wealth Management, LLC, Thrivent Advisor Network D/B/A 49 Financial, and Oakwood Capital Securities, Inc. Chase has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Chase is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Chase Bertrand Work History
Oakwood Capital Securities, Inc
49 Wealth Management, LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network D/B/A 49 Financial
Axa Advisors, LLC
Apple
Grub Burger Bar
City Of Nederland
Texas A&M University
Disclosures
Please visit the SEC profile of Chase Bertrand 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 49 Financial
Austin, TX
Charlotte, NC
Jacksonville Beach, FL
Houston, TX
Austin, TX
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Rogers, AR
Austin, TX
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