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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Intellectus Partners, LLC||San Francisco, CA||Jul 2015 - Current||2|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Aug 2015 - Apr 2016||< 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|
|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 Management627MILLIONS
Total Number of Accounts394ACCOUNTS
Average Account Value$1,590,360
- 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)
CA, NY, TX
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