Brian Chou, financial advisor Orange CA

Brian Chou

CRD Number: 5921000
Current Firm: Secura Financial

Brian Chou (CRD# 5921000) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Barth Financial Advisors, LLC Orange, CA Mar 2014 - Current 10
J.w. Cole Financial, Inc. Orange, CA May 2013 - Current 10
Financial Advisers Of America Carlsbad, CA Nov 2012 - Current 11
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Brian Y. Chou
Phone Number: 714-704-6616
Firm Website: http://securawm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    1,123
    ACCOUNTS
  • Average Account Value
    $205,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

CA

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