Tony Han, financial advisor San Jose CA
93 score

Tony Han

CRD Number: 5310825
Current Firm: Beacon Pointe Wealth Advisors, LLC

Tony Han (CRD# 5310825) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Beacon Pointe Wealth Advisors, LLC San Jose, CA Sep 2011 - Current 5
Excelcia Financial Group, Ltd. San Jose, CA Jan 2011 - Sep 2011 < 1
Tony Han - Consulting San Jose, CA Aug 2009 - Sep 2011 2
Excelcia Financial Group San Jose, CA Apr 2007 - Jan 2011 3
Berthel Fisher & Company Financial Services, Inc. San Jose, CA Jun 2010 - Aug 2010 < 1
Afa Financial Group, LLC Calabasas, CA Apr 2007 - Jun 2010 3
Afa Advisor Services, LLC Calabasas, CA Apr 2007 - May 2010 3
Gomobile San Jose, CA Apr 2005 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Tony Han
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,414
    MILLIONS
  • Total Number of Accounts
    4,909
    ACCOUNTS
  • Average Account Value
    $288,119
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, ME, MN, MT, ND, NE, NH, NV, PA, SD, TX, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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