San Cheong, financial advisor Lake Forest CA

San Cheong

CRD Number: 7040818
Current Firm: Avantax Advisory Services

San Cheong (CRD# 7040818) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Forest, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Agency, LLC Lake Forest, CA Dec 2019 - Current 4
Avantax Advisory Services Lake Forest, CA Jun 2019 - Current 4
San Cheong Aliso Viejo, CA Jun 2019 - Current 4
Avantax Investment Services, Inc. Lake Forest, CA Nov 2018 - Current 5
Ideal Acccountig And Tax Services Lake Forest, CA Oct 2016 - Current 7
Unemployed Aliso Viejo, CA Feb 2016 - Sep 2016 < 1
Bcicpa Inc. Rancho Santa Margarita, CA Nov 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for San H. Cheong
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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