Fang Wan, financial advisor Orlando FL
89 score

Fang Wan

CRD Number: 5298370
Current Firm: Burgess Chambers & Associates Inc.

Fang Wan (CRD# 5298370) is an Investment Advisor Representative working at Burgess Chambers & Associates Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Orlando FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Similar Advisors
Sandy King, financial advisor Orlando FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Similar Advisors
Leo Lorenz, financial advisor Orlando FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Company Name Location Dates Years
Burgess Chambers & Associates Inc. Orlando, FL May 2006 - Current 10
Bca Winter Park, FL Feb 2007 - May 2008 1
Self-employed Tampa, FL Aug 2006 - Feb 2007 < 1
Kcm Asset Management Deland, FL Apr 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Fang Wan
Phone Number: 407-644-0111
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Fang Wan and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.