Jacqueline ChanCRD Number: 5558003
Current Firm: Cambridge Investment Research Advisors, Inc.
Jacqueline Chan (CRD# 5558003) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danbury, CT and has over 8 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Td Private Client Wealth LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2014 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2014 - Current||2|
|Ac Financial Advisory||Danbury, CT||May 2008 - Current||8|
|Saxony Securities||St. Louis, MO||Jun 2008 - Aug 2014||6|
|Vns Select Health||New York, NY||Jun 2012 - Jun 2014||2|
|Ny Presbyterian System Select Health||New York, NY||Oct 2007 - Jun 2012||4|
|New York Presbyterian Hospital||New York, NY||Jul 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV
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