Angel ChenCRD 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 17 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|City National Bank||Los Angeles, CA||Jan 2012 - Current||5|
|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|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NV, NY, TX
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