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 16 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.