AC
AC

Andrea Chillak

28 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
24,115 clients
Average Client Portfolio
$629K average
Assets Under Management
$15.2B

Fee Structure

Loading...

Location

Encinitas, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrea is a licensed insurance agent in California since 1986, selling life, fixed & variable contracts, and long-term care products, dedicating minimal time to this activity. She is also an Investment Advisor Representative (IAR) with Integrated Wealth Concepts, LLC, doing business as Laurel Wealth Advisors, dedicating full-time hours to this role.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
February 2023 - Present · 3 yrs
Previous Registrations
Laurel Wealth Advisors, INC.
January 2021 - March 2023 · 2 yrs 2 mos
Laurel Wealth Advisors, INC.
November 2013 - December 2020 · 7 yrs 1 mo
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.