Yik Sing Chan (CRD# 7418571) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Diamond Bar, CA and has 1 year 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 |
---|---|---|---|
Charles Schwab & Company, Inc. | Diamond Bar, CA | Jul 2021 - Current | 2 |
Charles Schwab Bank, Ssb | Diamond Bar, CA | Jul 2021 - Current | 2 |
East West Bank | Diamond Bar, CA | Sep 2019 - Jun 2021 | 1 |
Din Tai Fung | Arcadia, CA | Dec 2018 - Jun 2021 | 2 |
Hsbc | Rowland Heights, CA | Sep 2017 - Sep 2018 | 1 |
Us Army | Bell, CA | Sep 2015 - Aug 2017 | 1 |
Student | Los Angeles, CA | Feb 2012 - Jul 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2023 |
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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