Eugene Hsu, financial advisor Davis CA
96 score

Eugene Hsu

CRD Number: 3107090
Current Firm: Chamberlain Financial Planning & Wealth Management

Eugene Hsu (CRD# 3107090) is an Investment Advisor Representative working at Chamberlain Financial Planning & Wealth Management in Davis, CA and has over 19 years of experience in the finance industry. Eugene Hsu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chamberlain Financial Planning & Wealth Management Santa Cruz, CA Nov 2017 - Current < 1
Commonwealth Finacial Network Waltham, MA Jul 2012 - Nov 2017 5
Paragon Financial Services Sacramento, CA Jul 2012 - Nov 2017 5
Lpl Financial Sacramento, CA May 2011 - Jul 2012 1
Securities Service Network, Inc. Sacramento, CA Sep 2008 - May 2011 2
Lucas Group Financial Planners, Inc. Sacramento, CA Mar 2005 - May 2011 6
Aig Financial Advisors, Inc. Sacramento, CA Oct 2005 - Sep 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Eugene K. Hsu
Phone Number: 831-420-1340
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $1,531,522
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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