Denise Chisolm

Acorns

27 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Acorns

Compensation

Fixed/Hourly

Firm Size

13 advisors

Number of Clients

7,767,132 clients

Average Client Portfolio

$1K average

Assets Under Management

$10.4B

Fee Structure

Financial Planning:Investment management only

Location

5300 California Avenue, Irvine, CA, 92617

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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.

Employment History

Current Registrations

Acorns

July 2022 - Present · 3 yrs 7 mos

Acorns Securities, LLC

July 2022 - Present · 3 yrs 7 mos

Acorns Securities, LLCBroker

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Forge Securities LLCBroker

July 2021 - July 2022 · 1 yr

Globalt Investments

November 2018 - June 2021 · 2 yrs 7 mos

Synovus Securities, INC.Broker

December 2015 - June 2021 · 5 yrs 6 mos

Synovus Securities, INC.

January 2015 - June 2021 · 6 yrs 5 mos

NFP Advisor Services, LLC

August 2014 - December 2015 · 1 yr 4 mos

NFP Advisor Services, LLCBroker

July 2014 - December 2015 · 1 yr 5 mos

Financial Telesis, INC.

February 2011 - August 2014 · 3 yrs 6 mos

Financial Telesis INCBroker

January 2011 - August 2014 · 3 yrs 7 mos

Princor Financial Services Corporation

January 2003 - April 2010 · 7 yrs 3 mos

Princor Financial Services CorporationBroker

February 2000 - April 2010 · 10 yrs 2 mos

Fsc Securities CorporationBroker

March 1999 - February 2000 · 11 mos

Fsc Securities CorporationBroker

January 1998 - March 1999 · 1 yr 2 mos

Scudder Investor Services, INC.Broker

June 1996 - January 1997 · 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.