Tim Chen (CRD# 4719484) is an Investment Advisor Representative working at Anchor Wealth Management, LLC in Irvine, CA and has over 20 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anchor Wealth Management, LLC | Irvine, CA | Mar 2017 - Current | 7 |
| Ms Howells & Co | Scottsdale, AZ | May 2017 - Mar 2022 | 4 |
| Lpl Financial LLC | Long Beach, CA | May 2005 - Apr 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- AZ
- CA
- TX
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$497,814
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA, TX
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