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 14 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Aug 2015 - Current||1|
|Intellectus Partners, LLC||San Francisco, CA||Jul 2015 - Current||1|
|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)
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