Chen-han Wang, financial advisor Plano TX

Chen-han Wang

CRD Number: 5860509
Current Firm: Fisher Retirement Solutions LLC

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.

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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
Contact Info for Chen-han Wang
Phone Number: 650-350-5254
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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