VC
VC

Vere Chappell

17 Years of Experience
Laguna Hills, CA

Vere Chappell is a registered investment advisor at Vere Chappell, based in Laguna Hills, CA, with 17 years of industry experience. Vere operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Vere Chappell charges $200 per hour for investment advisory services.

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Location

Laguna Hills, CA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Vere owns and manages Mobile Tax Service, a tax preparation business, full-time since 2009. Vere also manages Erotic Media Experts, LLC, a personal property appraisal business, dedicating a few hours per week since 2003.

Employment History
Current Registrations
Vere Chappell
January 2009 - Present · 17 yrs 4 mos
State Registrations1 state
CA
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.