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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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