Benjamin Chang (CRD# 6463462) is an Investment Advisor Representative working at Lw Pacific Investments LLC in Fremont, CA and has over 10 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lw Pacific Investments LLC | Fremont, CA | Nov 2019 - Current | 4 |
| Lw Pacific Investments LLC | Laguna Woods, CA | Apr 2014 - Nov 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$508,083
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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