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Clement L. Chichester

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CRD#: 1255275
CC

Professional summary


Clement Lancelot Chichester was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Clement is a previously registered financial advisor and started their career in finance in 1984. Prior to being barred, Clement had worked at 13 firms, which includes WESTERN INTERNATIONAL SECURITIES INC., U.S. BANCORP INVESTMENTS INC., CETERA INVESTMENT SERVICES LLC, CUNA BROKERAGE SERVICES INC., METROPOLITAN LIFE INSURANCE COMPANY, MSI FINANCIAL SERVICES INC., FINANCIAL WEST GROUP, NATIONAL PLANNING CORPORATION, U.S. BANCORP ADVISORS LLC, WAMU INVESTMENTS INC., BA INVESTMENT SERVICES INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, PRUCO SECURITIES LLC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Clement Ignatius Chichester

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 16, 2012 - October 5, 2017

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
WESTLAKE VILLAGE, CA
Past

June 22, 2010 - October 17, 2011

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
SANTA MONICA, CA
Past

June 18, 2010 - October 17, 2011

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SANTA MONICA, CA
Past

April 9, 2007 - June 7, 2010

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
SANTA MONICA, CA
Past

April 2, 2007 - June 7, 2010

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SANTA MONICA, CA
Past

September 7, 2006 - February 13, 2007

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
SANTA ANA, CA
Past

January 18, 2005 - July 7, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
LOS ANGELES, CA
Past

January 18, 2005 - July 7, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LOS ANGELES, CA
Past

April 23, 2003 - November 30, 2004

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

November 5, 2002 - April 9, 2003

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

March 15, 2002 - November 5, 2002

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGLES, CA
Past

January 23, 2001 - November 5, 2002

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
GLENDALE, CA
Past

January 8, 1999 - December 19, 2000

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

April 2, 1997 - January 7, 1999

BA INVESTMENT SERVICES, INC.

BD
CRD#: 12965
OAKLAND, CA
Past

June 27, 1994 - March 19, 1997

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

April 19, 1984 - June 20, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/9/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WESTERN INTERNATIONAL SECURITIES, INC.
WESTERN INTERNATIONAL SECURITIES | WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262 / SEC#: 801-68953, 8-48572

BD
Terminated by SEC on 10/11/2025
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Contact information


Main Address
70 South Lake Avenue Suite 700, Pasadena, CA 91101
Mailing Address
Phone number
(888) 793-7717
Established
Colorado since 04/14/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
407

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

WIS FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
CONCEPT BROKERAGE HOLDING CORPORATIONHOLDING COMPANY
MORRISSEY, WILLIAM PAULPRESIDENT1575389
SIMONSON, MARY KATHRYNCHIEF COMPLIANCE OFFICER1297398
TYMKIW, TRISHA LYNNFINOP3197368

Regulatory assets under management


Total Number of Accounts10,904
AUM (Assets Under Management)$ 3,512,564,746

Disclosures


Regulatory Event15
Civil Event1
Arbitration5

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/05/2024
Cover Page
06/28/2024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

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