Brian ChouCRD Number: 5921000
Current Firm: Secura Financial
Brian Chou (CRD# 5921000) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 11 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Barth Financial Advisors, LLC||Orange, CA||Mar 2014 - Current||9|
|J.w. Cole Financial, Inc.||Orange, CA||May 2013 - Current||10|
|Financial Advisers Of America||Carlsbad, CA||Nov 2012 - Current||10|
|Barth Calderon, LLP||Orange, CA||Oct 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
Total Assets Under Management207MILLIONS
Total Number of Accounts1,007ACCOUNTS
Average Account Value$205,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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