Charmin Wu (CRD# 4633293) is an Investment Advisor Representative working at Avantax Advisory Services in Newport Beach, CA and has over 21 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intuit | Mountain View, CA | Jan 2019 - Current | 5 |
| Covered California | Newport Beach, CA | Jul 2014 - Current | 9 |
| Covered California Aca Certified Insurance Agent | Newport Beach, CA | Nov 2013 - Current | 10 |
| Anthem Bluecross | Newport Beach, CA | Jul 2012 - Current | 11 |
| Avantax Advisory Services | Newport Beach, CA | Jan 2012 - Current | 12 |
| Avantax Investment Services, Inc. | Newport Beach, CA | Jan 2012 - Current | 12 |
| Avantax Insurance Agency, LLC | Newport Beach, CA | Jan 2012 - Current | 12 |
| Charmin Wu Cpa Cfp | Newport Beach, CA | Jan 2012 - Current | 12 |
| Intuit | Mountain View, CA | Jan 2019 - Apr 2019 | < 1 |
| Ra Lotter Insurance Marketing Inc. | Newport Beach, CA | Oct 2017 - Sep 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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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