Colbert Chang (CRD# 2310025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 15 years of experience in the finance industry. Colbert Chang 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# 2588720
Prudential Financial Planning Services
CRD# 1801853
Morgan Stanley
CRD# 6291844
The Caprock Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Phoenix, AZ | Dec 2020 - Current | 3 |
| Tiaa | Tempe, AZ | Feb 2019 - Nov 2020 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Tempe, AZ | Feb 2019 - Nov 2020 | 1 |
| Ron Blue Trust | Tempe, AZ | Sep 2017 - Jan 2019 | 1 |
| Ronald Blue & Company, LLC | Tempe, AZ | Sep 2016 - Aug 2017 | < 1 |
| Vanguard Marketing Corporation | Scottsdale, AZ | Jun 2016 - Sep 2016 | < 1 |
| Vanguard Advisers Inc. | Scottsdale, AZ | Jun 2016 - Sep 2016 | < 1 |
| Tiaa | Tempe, AZ | Jun 2014 - May 2016 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Tempe, AZ | Jun 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
| S63 | Uniform Securities State Law Examination | Feb 2021 |
- AZ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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