Ting ChenCRD Number: 2394916
Current Firm: Tkc Wealth Management LLC
Ting Chen (CRD# 2394916) is an Investment Advisor Representative working at Tkc Wealth Management LLC in Dallas, TX and has over 28 years of experience in the finance industry. Ting Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Landolt Securities, Inc.||Antioch, IL||Nov 2017 - Current||4|
|Tkc Wealth Management Llc F/k/a Civitas Wealth Management||Dallas, TX||Jul 2011 - Current||11|
|Richfield Orion International, Inc.||Castle Rock, CO||Mar 2015 - Nov 2017||2|
|Tkc International Financial Services, LLC||Dallas, TX||Jun 2016 - Jan 2017||< 1|
|Welborn Capital LLC||Dallas, TX||Oct 2014 - Jan 2015||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management107MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$432,793
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, NY, TX, WI
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