Craig Chuang (CRD# 2782275) is an Investment Advisor Representative working at Heritage Investment Group, Inc. in Pompano Beach, FL and has over 24 years of experience in the finance industry. Craig Chuang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Investment Group, Inc. | Pompano Beach, FL | May 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- FL
- TX
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Total Assets Under Management1,703MILLIONS
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Total Number of Accounts2,051ACCOUNTS
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Average Account Value$830,347
- A percentage of assets under your management
- 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)
- Other
AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI
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