Chen-han WangCRD Number: 5860509
Current Firm: Fisher Investments
Chen-han Wang (CRD# 5860509) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 12 years of experience in the finance industry.
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
Middleton & Company
|Fisher Investments||Plano, TX||Nov 2019 - Current||3|
|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|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- 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
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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