Chen-han Wang (CRD# 5860509) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 13 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Plano, TX | Nov 2019 - Current | 4 |
| Adp Broker Dealer Inc. | Dallas, TX | Apr 2018 - Nov 2019 | 1 |
| Adp LLC | Dallas, TX | Apr 2018 - Nov 2019 | 1 |
| Nexbank Securities, Inc. | Dallas, TX | Jul 2014 - Jan 2018 | 3 |
| Highland Capital Funds Distributor, Inc. | Dallas, TX | May 2014 - Jul 2014 | < 1 |
| Fidelity Investments | Westlake, TX | Oct 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- TX
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, VI, VT, WA, WI, WV, WY
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