Arrash
Zare
Chatterton & Associates
Answer a few questions and
get matched with an advisor.
About this Advisor
Arrash Zare is a certified financial planner and chartered financial consultant operating out of Anaheim, California with 1 year of industry experience. Zare is currently employed by Chatterton & Associates. Throughout their career, they have worked at Foresters Financial Services, Utc:Aerospace, Student, Foresters Advisory Services, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Lpl Financial LLC and Royal Alliance Associates, Inc. Zare maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Idaho. Chatterton & Associates is a financial advisory company that has its headquarters in Anaheim, CA. It manages $944 million in assets under management among its 2,705 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,705 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Chatterton & Associates performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which services the firm provides the client. Fees charged by Chatterton & Associates may include asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Chatterton & Associates Brokerage Details
$943,713,313
25
2,705
$348,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Arrash Zare Work History
Arrash has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Lpl Financial LLC
Foresters Advisory Services
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Foresters Financial Services
Foresters Financial Services
Utc:Aerospace
Student
*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 Arrash Zare 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 Chatterton & Associates
Anaheim, CA
Anaheim, CA
Anaheim, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
