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Ronald Chan, financial advisor Seattle WA

Ronald Chan

CRD Number: 6157319
Current Firm: Lakeside Financial Inc.

Ronald Chan (CRD# 6157319) is an Investment Advisor Representative working at Lakeside Financial Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lakeside Financial LLC Seattle, WA Aug 2015 - Current 8
Pekin Singer Strauss Asset Management Chicago, IL Mar 2010 - Jul 2015 5

Ronald Chan has no recent exams reported.
Contact Info for Ronald K. Chan
,
Phone Number: 12063212800
Registered State(s):
  • IL
  • WA
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Current Firm Details
Lakeside Financial Inc.
Firm's CRD Number: 213517
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $306,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IL, WA

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