Henry ChauCRD Number: 6086142
Current Firm: Park Avenue Securities LLC
Henry Chau (CRD# 6086142) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 5 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Guardian Life Insurance Company||San Ramon, CA||Jun 2015 - Current||2|
|Park Avenue Securities LLC||San Ramon, CA||Jun 2015 - Current||2|
|Park Avenue Securities LLC||Los Angeles, CA||May 2015 - Dec 2015||< 1|
|Guardian Life Insurance||Los Angeles, CA||May 2015 - Dec 2015||< 1|
|Park Ave Secruities||Irvine, CA||Dec 2014 - May 2015||< 1|
|Guardian||Irvine, CA||Oct 2014 - May 2015||< 1|
|Unemployment||Los Angeles, CA||Aug 2014 - Oct 2014||< 1|
|Star Team||Burbank, CA||Jun 2014 - Aug 2014||< 1|
|Cfa Educatin||Los Angeles, CA||May 2013 - Jun 2014||1|
|Morgan Stanley Smith Barney||Sherman Oaks, CA||Jun 2012 - May 2013||< 1|
|Ucob Education||Santa Barbara, CA||Sep 2009 - Jun 2012||2|
|Dan Delaney Cpa||Encino, CA||Apr 2008 - Jul 2011||3|
|Full-time Student||Alhambra, CA||Jan 2004 - Sep 2009||5|
|Arcadian Management Systems||San Dimas, CA||Apr 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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