Tina ChanCRD Number: 4507273
Current Firm: Intellectus Partners, LLC
Tina Chan (CRD# 4507273) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Aug 2015 - Current||2|
|Intellectus Partners, LLC||San Francisco, CA||Jul 2015 - Current||2|
|Deutsche Bank Securities Inc.||San Francisco, CA||Jul 2010 - Jun 2015||4|
|Fidelity Investments||San Francisco, CA||Apr 2010 - Jul 2010||< 1|
|Unemployed||San Francisco, CA||Jul 2009 - Mar 2010||< 1|
|Thomas Weisel Partners LLC||San Francisco, CA||Mar 2007 - Jul 2009||2|
|Linsco/private Ledger||San Bruno, CA||Apr 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management405MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$1,613,497
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based 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)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.