Kevin ChangCRD Number: 6034749
Current Firm: Hsbc Securities (usa) Inc.
Kevin Chang (CRD# 6034749) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Fremont, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
|Hsbc Securities (usa) Inc.||Fremont, CA||Jul 2016 - Current||< 1|
|Hsbc Bank (usa) N.a.||Fremont, CA||Jul 2016 - Current||< 1|
|Hsbc Bank Usa N.a.||Mountain View, CA||Jan 2015 - Jul 2016||1|
|Hsbc Bank Usa, N.a.||New York, NY||Aug 2013 - Jan 2015||1|
|Hsbc Bank Usa, N.a.||New York, NY||Jul 2010 - Aug 2013||3|
|University At Buffalo||Buffalo, NY||Sep 2005 - Dec 2010||5|
|Kbc Bank||New York, NY||May 2010 - Jul 2010||< 1|
|Unemployed||New York, NY||Mar 2010 - May 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management2,985MILLIONS
Total Number of Accounts12,340ACCOUNTS
Average Account Value$241,893
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV