Anthony Chen (CRD# 6354507) is an Investment Advisor Representative working at Honorable Financial Services, LLC in Bedford, NH and has over 9 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clearcost Health | Larkspur, CA | Oct 2014 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Braintree, MA | Jun 2014 - Current | 9 |
| World Financial Group, Inc. | Braintree, MA | Sep 2013 - Current | 10 |
| Verisk Health | Waltham, MA | May 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- MA
- NH
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$210,911
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.