Howard Chen, financial advisor Plano TX
93 score

Howard Chen

CRD Number: 4567095
Current Firm: Wealthstar Advisors, LLC

Howard Chen (CRD# 4567095) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthstar Advisors, LLC Plano, TX Nov 2013 - Current 3
Independent Financial Partners Plano, TX Aug 2012 - Current 4
Peregrine Diversifited Investment Services Chicago, IL May 2011 - Current 5
World Equity Group Plano, TX Jun 2011 - Mar 2012 < 1
Ams Advisors LLC Dallas, TX Nov 2010 - May 2011 < 1
Brewer Financial Services, LLC Chicago, IL Aug 2010 - Nov 2010 < 1
Brewer Investment Advisors, LLC Chicago, IL Aug 2010 - Nov 2010 < 1
American Express Financial Advisors, Inc. Richardson, TX Jul 2002 - Aug 2010 8
Ids Life Insurance Company Richardson, TX Jul 2002 - Aug 2010 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Howard T. Chen
Phone Number: 972-372-2935
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $155,558
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, FL, KS, LA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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