Terry ChiuCRD Number: 6459635
Current Firm: Capital Planning Advisors LLC
Terry Chiu (CRD# 6459635) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has 1 year of experience in the finance industry. Terry Chiu 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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Capital Planning Advisors, LLC||Sacramento, CA||Mar 2015 - Current||8|
|Mechanics Bank||Walnut Creek, CA||Dec 1995 - Feb 2015||19|
Total Assets Under Management986MILLIONS
Total Number of Accounts996ACCOUNTS
Average Account Value$989,629
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, HI, NV, TX, WA
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