Eugene Hsu, financial advisor Davis CA

Eugene Hsu

CRD Number: 3107090
Current Firm: Archer Pointe Wealth Management, LLC

Eugene Hsu (CRD# 3107090) is an Investment Advisor Representative working at Archer Pointe Wealth Management, LLC in Davis, CA and has over 25 years of experience in the finance industry. Eugene Hsu 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.

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Professional Designations
Company Name Location Dates Years
Archer Pointe Wealth Managment, LLC Davis, CA Aug 2020 - Current 3
Chamberlain Financial Planning & Wealth Management Santa Cruz, CA Nov 2017 - Current 6
Commonwealth Finacial Network Waltham, MA Jul 2012 - Nov 2017 5
Paragon Financial Services Sacramento, CA Jul 2012 - Nov 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Eugene K. Hsu
Phone Number: 530-280-7340
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $465,560
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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