Martin Chiu
CRD Number: 1806333Current Firm: United Planners' Financial Services Of America A Limited Partner
Martin Chiu (CRD# 1806333) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parakletos, Llc Dba Stewardship Iq | Cypress, CA | Feb 2023 - Current | 1 |
| Parakletos, Llc Dba Wealth In Family | Cypress, CA | Jun 2021 - Current | 2 |
| Real Estate | Cypress, CA | Oct 2014 - Current | 9 |
| Mamm, Inc (dba) Vantaquest | Los Alamitos, CA | Mar 2010 - Current | 14 |
| Vantaquest | Cypress, CA | Mar 2010 - Current | 14 |
| Vantaquest | Seal Beach, CA | Nov 2003 - Current | 20 |
| United Planners Financial Services | Scottsdale, AZ | Jan 2000 - Current | 24 |
| Personal Financial Services Co | Los Alamitos, CA | Jan 2000 - Current | 24 |
| Marty Chiu | Cypress, CA | Jan 1993 - Current | 31 |
| Marty Chiu | Cypress, CA | Jan 1993 - Current | 31 |
| Mamm,inc. Dba Wealth In Family | Seal Beach, CA | Mar 2020 - Jun 2021 | 1 |
| Navigator Family Legacy Planning, LLC | Los Alamitos, CA | Jan 2009 - Mar 2020 | 11 |
| Skaz Productions | Seal Beach, CA | Feb 2014 - Jan 2017 | 2 |
| Loy And Ellen Chiu Family Trust | Seal Beach, CA | Apr 2005 - Sep 2016 | 11 |
| Everbank | Seal Beach, CA | Jan 2014 - Mar 2015 | 1 |
| Mapco | Los Alamitos, CA | Jan 1993 - Oct 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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