Unclaimed Profile

Lisa Ann Chacon

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida

Clean recordCHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

6208 NW 43RD STREET, GAINESVILLE, FL 32653CRD# 5244124Firm CRD# 154242

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Ann Chacon · GAINESVILLE, FL

Registration

CRD #5244124 · CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Ann Chacon is a registered financial advisor based in GAINESVILLE, Florida, affiliated with CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

AUM

$100M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: SUBADVISER FEES

Regulatory

SEC/IARD CRD# 5244124

Firm CRD# 154242

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Ann Chacon offer?

Lisa Ann Chacon specializes in Financial Planning, Investment Management. Contact their office in GAINESVILLE, Florida for a consultation.

What are Lisa Ann Chacon's credentials?

Lisa Ann Chacon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Ann Chacon located?

Lisa Ann Chacon is based in GAINESVILLE, Florida, working with CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does Lisa Ann Chacon charge for services?

Lisa Ann Chacon's firm is compensated through percentage of aum, subscription fees, other: subadviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC?

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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