David Chang, financial advisor Honolulu HI

David Chang

CRD Number: 5020283
Current Firm: Wealthbridge, Inc.

David Chang (CRD# 5020283) is an Investment Advisor Representative working at Wealthbridge, Inc. in Honolulu, HI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Chang Holding Company Incorporated Honolulu, HI Dec 2010 - Current 10
Wealthbridge, Inc. Honolulu, HI Apr 2007 - Current 13
Us Army Schofield Barracks, HI Aug 2002 - Dec 2008 6
Ameriprise Financial Services, Inc. Honolulu, HI Jan 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David S. Chang
Phone Number: (888) 533-9325
Registered State(s):
  • CA
  • HI
  • VA
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $38,485
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, VA

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