Fernando Chen (CRD# 1999084) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Covina, CA and has over 34 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jan 2024 - Current | < 1 |
| Cetera Advisor Networks LLC | West Covina, CA | Aug 2023 - Current | < 1 |
| Strategic Fortune Wealth Management | West Covina, CA | Jan 2023 - Current | 1 |
| Omni Realty & Investments | Diamond Bar, CA | Jan 2019 - Current | 5 |
| Securian Financial Services Inc. | St Paul, MN | Jan 2023 - Aug 2023 | < 1 |
| Minnesota Life Insurance Co | St Paul, MN | Jan 2023 - Aug 2023 | < 1 |
| Tomax Usa | City Of Industry, CA | Oct 2014 - Jun 2020 | 5 |
| Premiere Mortgage & Investment | Walnut, CA | Jul 2011 - Oct 2018 | 7 |
| Ts Micro Tech | City Of Inustry, CA | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Educational seminars/workshops
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