Chien Hsun Lai, financial advisor San Francisco CA
89 score

Chien Hsun Lai

CRD Number: 6170769
Current Firm: Schwab Private Client Investment Advisory, Inc.

Chien Hsun Lai (CRD# 6170769) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory Inc. San Francisco, CA Nov 2014 - Current 2
Charles Schwab & Company, Inc. San Francisco, CA Mar 2013 - Current 3
Earll 107 LLC Chandler, AZ Jun 2006 - Current 10
Chieve Homes LLC Chander, AZ Apr 2006 - Current 10
Scottsdale Community College Scottsdale, AZ Aug 2013 - Nov 2014 1
Maricopa Community Colleges Tempe, AZ Jul 2006 - Mar 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Chien Hsun Lai
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
89
Clean Record
This advisor has a clean track record with regulators.

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