Samson Chan, financial advisor San Ramon CA

Samson Chan

CRD Number: 3095348
Current Firm: Lion Street Advisors, LLC

Samson Chan (CRD# 3095348) is an Investment Advisor Representative working at Lion Street Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry. Samson Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lion Street Advisors San Ramon, CA Aug 2019 - Current 4
Lion Street Financial San Ramon, CA Aug 2019 - Current 4
Peak360 Wealth Management San Ramon, CA May 2019 - Current 4
Westside Development Partners Antioch, CA Jul 2014 - Current 9
David White & Associates San Ramon, CA Jan 2007 - Aug 2019 12
Ameritas Investment Corp Lincoln, NE Oct 2006 - Aug 2019 12
Ameritas Life Insurance Corp. Lincoln, NE Oct 2006 - Aug 2019 12
Useurnoodle San Ramon, CA Jan 2015 - Jun 2019 4
Fides Insurance San Ramon, CA Aug 2010 - Jun 2019 8
Motorxsport San Ramon, CA Dec 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Samson K. Chan
Phone Number: 512-776-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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