CA
CA

Chano Arellano

35 Years of Experience
Oceanside, CA
Sells Insurance

Chano Arellano is a registered investment advisor at Building Equities, LLC, based in Oceanside, CA, with 35 years of industry experience. Chano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 136 clients with $8.1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
136 clients
Average Client Portfolio
$60K average
Assets Under Management
$8.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Oceanside, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Chano is an insurance agent involved in insurance sales since 1995, dedicating a significant portion of his time to this activity. He also works as an associate agent for Redfin, showing homes as an independent contractor for a few hours per week.

Employment History
Current Registrations
Building Equities, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Kuhn Capital Partners
June 2018 - July 2021 · 3 yrs 1 mo
Calton & Associates, INC.
May 2015 - July 2017 · 2 yrs 2 mos
Calton & Associates, INC.Broker
January 2015 - July 2017 · 2 yrs 6 mos
Client One Securities LLC
November 2014 - December 2014 · 1 mo
Client One Securities LLCBroker
February 2014 - December 2014 · 10 mos
Ausdal Financial Partners, INC.Broker
July 2010 - February 2014 · 3 yrs 7 mos
LPL Financial CorporationBroker
September 2009 - July 2010 · 10 mos
Waterstone Financial Group, INC.Broker
October 2004 - September 2009 · 4 yrs 11 mos
Royal Alliance Associates, INC.Broker
August 2004 - September 2004 · 1 mo
High Mark Securities, INC.Broker
September 2003 - September 2004 · 1 yr
Mony Securities CorporationBroker
April 2003 - September 2003 · 5 mos
Questar Capital CorporationBroker
June 2001 - April 2003 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
November 2000 - May 2001 · 6 mos
Banc One Securities CorporationBroker
December 1999 - November 2000 · 11 mos
Iac Securities, INC.Broker
June 1998 - November 1999 · 1 yr 5 mos
H.J. Meyers & CO., INC.Broker
February 1998 - May 1998 · 3 mos
Citicorp Investment ServicesBroker
April 1997 - January 1998 · 9 mos
Financial Network Investment CorporationBroker
May 1996 - April 1997 · 11 mos
Capital Analysts, IncorporatedBroker
November 1995 - April 1996 · 5 mos
Capital Securities Investment CorporationBroker
September 1994 - October 1995 · 1 yr 1 mo
Investors Capital CORP.Broker
January 1994 - September 1994 · 8 mos
Investacorp, INC.Broker
August 1990 - December 1993 · 3 yrs 4 mos
Preferred Capital Securities, INC.Broker
January 1989 - April 1989 · 3 mos
Welco Securities, INC.Broker
May 1988 - January 1989 · 8 mos
State Registrations3 states
CAILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.