Andrew Chen, financial advisor Westlake Village CA

Andrew Chen

CRD Number: 7041936
Current Firm: Manchester Financial Inc.

Andrew Chen (CRD# 7041936) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Blair Aaronson, financial advisor Westlake Village CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Similar Advisors
Mohammed Aater, financial advisor Westlake Village CA
Mohammed Aater
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Karolina Abargil Koziec, financial advisor Westlake Village CA
Karolina Y. Abargil Koziec
CRD# 5710119
J.p. Morgan Securities LLC
Company Name Location Dates Years
Manchester Financial Inc. Westlake Village, CA Feb 2020 - Current < 1
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
Contact Info for Andrew J. Chen
Phone Number: 805-495-4405
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    758
    MILLIONS
  • Total Number of Accounts
    2,319
    ACCOUNTS
  • Average Account Value
    $326,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.