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Tony Chan, financial advisor Orange CA

Tony Chan

CRD Number: 6536170
Current Firm: Crossroads Planning
Tony Chan (CRD# 6536170) is an Investment Advisor Representative working at Crossroads Planning in Orange, CA and has 1 year of experience in the finance industry. Tony Chan 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Crossroads Planning, LLC Orange, CA Jul 2015 - Current 8
Crossroads Tax Planning, LLC Orange, CA Jan 2019 - Jan 2021 2
Self-employed Anaheim, CA May 2015 - Jul 2015 < 1
Linda A. Barlow, Cfp Orange, CA Jun 2007 - May 2015 7

Tony Chan has no recent exams reported.
Contact Info for Tony T. Chan
765 The City Dr. S, Suite 390, Orange, CA 92868
Phone Number: (714) 890-0808
Firm Website: https://www.facebook.com/crossroadsfp
Registered State(s):
  • CA
  • TX
Current Firm Details
Crossroads Planning
Firm's CRD Number: 277127
765 The City Dr. S, Suite 390, Orange, CA 92868
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $102,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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