Po Ying Chen (CRD# 6634327) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 7 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Diamond Bar, CA | Jul 2021 - Current | 2 |
| Bcll Corporation | Diamond Bar, CA | Apr 2016 - Current | 8 |
| Globalink Securities, Inc. | Pasadena, CA | May 2018 - May 2021 | 3 |
| Transglobal Advisory LLC | Monrovia, CA | Apr 2018 - May 2021 | 3 |
| Transamerica Financial Advisors, Inc. | Brea, CA | May 2016 - Apr 2018 | 1 |
| World Financial Group, Inc. | Brea, CA | Jul 2015 - Apr 2018 | 2 |
| Kingbright Corporation | City Of Industry, CA | Dec 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- CA
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, VT, WA, WI, WV, WY
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