CR
CFP · ChFC
CR
CFP · ChFC

Chaffon Rankin

15 Years of Experience
Dublin, OH
Broker

Chaffon Rankin is a CFP, ChFC-designated registered investment advisor at Morgan Stanley, based in Dublin, OH, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

545 Metro Place South, Suite 300, Dublin, OH, 43017

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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

Chaffon is a board member for multiple non-profit organizations focused on health, welfare, and community support, dedicating minimal time to each. Chaffon also co-owns Doss & Rankin LLC, a rental property business, spending a few hours per week on it.

Employment History
Current Registrations
Morgan Stanley
October 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Huntington Financial Advisors
May 2012 - October 2023 · 11 yrs 5 mos
The Huntington Investment CompanyBroker
May 2012 - October 2023 · 11 yrs 5 mos
New England Securities Corporation
March 2011 - May 2012 · 1 yr 2 mos
New England SecuritiesBroker
February 2011 - May 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2010 - January 2011 · 1 mo
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.