Myungsik ChaeCRD Number: 6376410
Current Firm: H.d. Vest Advisory Services, Inc.
Myungsik Chae (CRD# 6376410) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Buena Park, CA and has over 3 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Peter Chae Cpa||Irvine, CA||Sep 2015 - Current||2|
|Hd Vest Investment Services||Irvine, CA||Sep 2015 - Current||2|
|Hd Vest Advisory Services||Irvine, CA||Sep 2015 - Current||2|
|Myungsik Chae||Irvine, CA||Jul 2013 - Sep 2015||2|
|Bank Of America, N.a.||Irvine, CA||Jan 2015 - Feb 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Irvine, CA||Jul 2014 - Feb 2015||< 1|
|Beamers & Company||Seoul,||Jun 2011 - Jun 2013||2|
|The Straits Advisory||Singapore,||Feb 2009 - May 2011||2|
|Valtech Consulting||Seoul,||Feb 2004 - Jan 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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