Chen-han Wang (CRD# 5860509) is an Investment Advisor Representative working at Fisher Retirement Solutions LLC in Plano, TX and has over 13 years of experience in the finance industry.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 1492056
Fortune Wealth Management, LLC
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Retirement Solutions LLC | Plano, TX | Jul 2024 - Current | < 1 |
| Fisher Investments | Plano, TX | Nov 2019 - Jul 2024 | 4 |
| Adp Broker Dealer Inc. | Dallas, TX | Apr 2018 - Nov 2019 | 1 |
| Adp LLC | Dallas, TX | Apr 2018 - Nov 2019 | 1 |
| Nexbank Securities, Inc. | Dallas, TX | Jul 2014 - Jan 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- TX
-
Total Assets Under Management4,903MILLIONS
-
Total Number of Accounts1,718ACCOUNTS
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Average Account Value$2,854,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, 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, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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