Vere C. Chappell

VERE CHAPPELL

LAGUNA HILLS, CA

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CRD#: 5462653

Professional summary

Vere Chambers Chappell, who also goes by Vere Chappell, is a registered financial advisor currently at VERE CHAPPELL located in Laguna Hills, California.

Vere is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Vere has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vere Chappell

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.

Mobile Tax Service 24881 Alicia Parkway E-144 Laguna Hills, CA 92653 Tax Preparation - Not Investment-Related Owner/President since 1/2009 Full-time 160 hours per month (all during securities trading hours) Management and operation of the business Erotic Media Experts, LLC 24881 Alicia Pkwy E-506 Laguna Hills, CA 92653 Personal Property Appraisal - Not Investment-Related Sole Member/Manager since 6/2003 10 hours per month (0 hours during securities trading hours) Management and operation of the business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vere Chambers Chappell's CRS (Customer Relationship Summary).

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

Current

January 2, 2009 - Present

VERE CHAPPELL

RIA

CRD#: 145674

LAGUNA HILLS, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/2/2009)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/5/2008

Uniform Investment Adviser Law Examination

Current Firm

VERE CHAPPELL

ADULT INDUSTRY FINANCIAL SERVICES | VERE CHAPPELL | EROTIC MEDIA EXPERTS, LLC | CHAPPELL, VERE CHAMBERS

CRD#: 145674 / SEC#:

California

Registered Investment Advisory firm - (1/1/2009 Approved)

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Contact information

Main Address

Laguna Hills, CA

Mailing Address

24881 Alicia Pkwy E-144, Laguna Hills, CA 92653

Phone number

(949) 215-0985

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Vere C. Chappell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vere Chambers Chappell's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERE CHAPPELL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2008

Current Firm

VERE CHAPPELL

Contact information

Documents

Red Flags

Company Information

VERE CHAPPELL

TRUST BUT VERIFY

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