Wen Che (CRD# 6911319) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Real Estate Group | Temple City, CA | Jul 2021 - Current | 2 |
| Emerson Equity LLC | San Mateo, CA | May 2019 - Current | 4 |
| Independent Financial Group, LLC | Diamond Bar, CA | Jun 2018 - May 2019 | < 1 |
| Jk Trans Group | Cerritos, CA | May 2017 - May 2018 | 1 |
| Unemployed | Beijing, | Feb 2017 - Apr 2017 | < 1 |
| Huicai Private School | Beijing, | Feb 2016 - Jan 2017 | < 1 |
| World Financial Group | West Covina, CA | Nov 2014 - Dec 2015 | 1 |
| American Sunshine Trucking | City Of Industry, CA | Nov 2014 - Feb 2015 | < 1 |
| Js Topton | Los Angeles, CA | Aug 2013 - Oct 2014 | 1 |
| Student | La Verne, CA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts1,037ACCOUNTS
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Average Account Value$169,886
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
TX
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