Chandra Halverson

SVP, Head of Wealth Management Operations at SageView Advisory Group - Newport Beach, California, US

Chandra Halverson's Colleagues at SageView Advisory Group

Nick Jahn

Retirement Plan Consultant

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Jonathan Stclair

Chief Fiduciary Officer

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John Evans

Managing Director & Chief Investment Counsel

Contact John Evans

Tara Egan

Managing Director, Human Resources

Contact Tara Egan

Matt Hammonds

Managing Director

Contact Matt Hammonds

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Chandra Halverson's Contact Details

Email (Verified)
***@sageviewadvisory.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
(949) 955-1395

Location
Dallas,Texas,United States

Company
SageView Advisory Group

Chandra Halverson's Company Details

SageView Advisory Group

Newport Beach, California, US • 315 Employees
Financial Services

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Investment Advisory Services Financial Advisory Asset Management Investment Management Services Sec Registered Investment Advisor Wealth Management Products Financial Planning Retirement Planning Tax Planning

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Frequently Asked Questions about Chandra Halverson

Chandra Halverson currently works for SageView Advisory Group.

Chandra Halverson's role at SageView Advisory Group is SVP, Head of Wealth Management Operations.

Chandra Halverson's email address is ***@sageviewadvisory.com. To view Chandra Halverson's full email address, please signup to ConnectPlex.

Chandra Halverson works in the Financial Services industry.

Chandra Halverson's colleagues at SageView Advisory Group are Steve Sansone, Nick Jahn, Jonathan Stclair, John Evans, Tara Egan, Clint Campbell, Matt Hammonds and others.

Chandra Halverson's phone number is (949) 955-1395