Stephen Chang (CRD# 7717661) is an Investment Advisor Representative working at Acts Financial Advisors in Clarksville, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acts Financial Advisors | Mclean, VA | Mar 2023 - Current | 1 |
| Mckinsey | Washington, DC | Sep 2021 - Mar 2023 | 1 |
| Capital College | Tysons, VA | Jul 2013 - Mar 2022 | 8 |
| Virginia Dermatology | Fredericksburg, VA | Oct 2020 - Mar 2021 | < 1 |
| United Medical Laboratories | Tysons, VA | Jul 2013 - Aug 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MD
- TX
- VA
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$1,482,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
MD, TX, VA
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