Chaz Michael Fahrner

Employer firm

Orion Capital Management LLC CRD 119428

$371M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 02/2018
  Qualified Planning
  San Diego, CA
• 02/2007 → Present
  Dog Park Apartments
  San Diego, CA
• 04/2018 → 12/2021
  Lpl Financial, Llc
  Coronado, CA
• 04/2018 → 12/2021
  The Gensler Group
  Coronado, CA
• 01/2022 → Present
  Orion Capital Management Llc
  San Diego, CA

Previous Registrations

• 2018-07-27 → 2022-01-07
  The Gensler Group
  Coronado, CA
• 2018-04-17 → 2018-04-17
  Lpl Financial Llc
  San Diego, CA
  Coronado, CA
  Carlsbad, CA
• 2018-03-13 → 2018-03-16
  Qualified Planning
  San Diego, CA
• 2016-08-16 → 2018-02-08
  Qualified Planning
  San Diego, CA

Other Businesses

Real Estate Rental - Dog Park Apartments - 5% - San Diego, CA 92102

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-09
• S65 Uniform Investment Adviser Law Examination
  2016-07-27

Designations

• Certified Financial Planner

Other Names

• Chaz Fahrner
• Chaz Micheal Fahrner