Herman Chang (CRD# 2547864) is an Investment Advisor Representative working at Cornerstone Asset Advisors Inc. in Solana Beach, CA and has over 29 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Asset Advisors Inc. | Del Mar, CA | Dec 2015 - Current | 8 |
| Granite Capital | Carlsbad, CA | Sep 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts95ACCOUNTS
-
Average Account Value$476,548
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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