Angel Chen, financial advisor Los Angeles CA
93 score

Angel Chen

CRD Number: 3163242
Current Firm: City National Securities, Inc.

Angel Chen (CRD# 3163242) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Los Angeles, CA Jan 2012 - Current 4
Bank Of The West Los Angeles, CA Apr 2011 - Dec 2011 < 1
Bancwest Investment Services Los Angeles, CA Apr 2011 - Dec 2011 < 1
Bancwest Investment Services, Inc. Los Angeles, CA Apr 2010 - Apr 2011 1
Bank Of The West Los Angeles, CA Dec 2009 - Apr 2011 1
Wells Fargo Investments, LLC San Jose, CA Oct 2008 - Dec 2009 1
Wells Fargo Bank, N.a. San Jose, CA Oct 2008 - Dec 2009 1
Unionbanc Investment Services LLC Los Angeles, CA Jun 2006 - Oct 2008 2
Union Bank Of California Los Angeles, CA Sep 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Angel C. Chen
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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