Hui-chen ChenCRD Number: 4557356
Current Firm: Wells Fargo Advisors, LLC
Hui-chen Chen (CRD# 4557356) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Sunnyvale, CA and has over 14 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wells Fargo Advisors||San Jose, CA||May 2012 - Current||4|
|Primevest Financial Services, Inc.||St. Cloud, MN||Oct 2006 - May 2012||5|
|Uvest Financial Services Group||Charlotte, NC||Feb 2004 - Oct 2006||2|
|Cathay Bank||Cupertino, CA||Oct 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV