Peter ChenCRD Number: 2880266
Current Firm: Stonemark Wealth Management
Peter Chen (CRD# 2880266) is an Investment Advisor Representative working at Stonemark Wealth Management in Pasadena, CA and has over 24 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|The Leaders Group Inc.||Littleton, CO||Apr 2014 - Current||8|
|Stonemark Wealth Management Fka Wespac Advisors Socal LLC||Pasadena, CA||Jun 2011 - Current||11|
|Key West Investments LLC||San Gabriel, CA||Feb 2014 - Apr 2014||< 1|
|Girard Securities Inc.||San Diego, CA||May 2011 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management451MILLIONS
Total Number of Accounts686ACCOUNTS
Average Account Value$657,070
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, MA, NV, TX
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