Lorin Chun, financial advisor Denver CO

Lorin Chun

CRD Number: 1103114
Current Firm: Buck Wealth Strategies, LLC

Lorin Chun (CRD# 1103114) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Buck Wealth Strategies Honolulu, HI Jul 2022 - Current 1
Madison Avenue Securities, LLC San Diego, CA Dec 2019 - Current 4
E.a. Buck Insurance Dba E.a. Buck Financial Services Honolulu, HI Jun 1983 - Current 40
Ae Wealth Management, LLC Topeka, KS Dec 2019 - Jan 2023 3
Parkland Securities Ann Arbor, MI Aug 2014 - Dec 2019 5
Spc Ann Arbor, MI Aug 2011 - Dec 2019 8
Sammons Securities Company, LLC Ann Arbor, MI Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Oct 2006
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lorin T. Chun
Phone Number: 888-210-6567
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    892
    ACCOUNTS
  • Average Account Value
    $150,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI

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