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Lisa Ann Chacon

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida
Unclaimed Profile
6208 NW 43RD STREET, GAINESVILLE, FL 32653CRD# 5244124Firm CRD# 154242
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
AUM
$100M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SUBADVISER FEES
Regulatory
SEC/IARD CRD# 5244124
Firm CRD# 154242
No disclosures on file
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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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