Andrew Chen (CRD# 7041936) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 5 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Financial Inc. | Westlake Village, CA | Feb 2020 - Current | 4 |
| Unemployed | Glendale, CA | Oct 2019 - Jan 2020 | < 1 |
| Manchester Financial, Inc. | Westlake Village, CA | Sep 2018 - Sep 2019 | 1 |
| World Financial Group | Agoura Hills, CA | Jan 2018 - Sep 2018 | < 1 |
| Manchester Financial, Inc. | Westlake Village, CA | Feb 2018 - Apr 2018 | < 1 |
| Pepperdine University | Malibu, CA | Aug 2014 - Apr 2018 | 3 |
| Kpmg | Panama, | Jun 2017 - Jul 2017 | < 1 |
| Pepperdine University | Malibu, CA | Feb 2017 - Apr 2017 | < 1 |
| Brc Advisors | Los Angeles, CA | Jan 2017 - Apr 2017 | < 1 |
| Pepperdine University | Malibu, CA | Aug 2015 - Apr 2016 | < 1 |
| Caribbean International School | Colon City, | Sep 2008 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CA
- TX
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Total Assets Under Management855MILLIONS
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Total Number of Accounts2,304ACCOUNTS
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Average Account Value$370,915
- A percentage of assets under your management
- Hourly charges
- Commissions
- Performance-based 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
- Other
AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TN, TX, UT, WA
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