Wenjinn Chang, financial advisor San Diego CA
96 score

Wenjinn Chang

CRD Number: 4536266
Current Firm: Independent Financial Group, LLC

Wenjinn Chang (CRD# 4536266) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 14 years of experience in the finance industry. Wenjinn 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.

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Professional Designations
Company Name Location Dates Years
Independent Financial Group Gaithersburg, MD Apr 2012 - Current 4
Acacia Financial Advisors Rockville, MD Jan 2008 - Apr 2012 4
Ameritas Investment Corp Lincoln, NE Sep 2004 - Apr 2012 7
Ameritas Life Insurance Corp Lincoln, NE Sep 2004 - Apr 2012 7
Union Central Life Insurance Cincinnati, OH Jun 2006 - Dec 2011 5
Acacia Life Insurance Co Lincoln, NE Sep 2004 - Dec 2011 7
Ameritas Variable Life Company Lincoln, NE Sep 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Wenjinn J. Chang
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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