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LC

Lee Sik Chun

AMERICAN GLOBAL WEALTH MANAGEMENT
Mcdonough, GA 30253
Some features on this profile are disabled
CRD#: 1887318
LC

Professional summary

Lee Sik Chun, who also goes by Lee S Chun, Lee Sik Steve Chun, Steve Chun, Steven Lee Chun, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia.

Lee Sik is registered as a RR (Registered Representative) and started their career in finance in 2014. Lee Sik has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lee S Chun | Lee Sik Steve Chun | Steve Chun | Steven Lee Chun

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lee Sik Chun's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 4, 2026 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253
BD
CRD#: 7388
Mcdonough, GA
Past

February 26, 2021 - December 31, 2025

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Woodstock, NY
Past

December 28, 2015 - January 11, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Woodstock, NY
Past

July 24, 2014 - December 31, 2015

TANGENT CAPITAL PARTNERS, LLC

BD
CRD#: 146999
WOODSTOCK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/4/2026)
RR
Alaska
(1/4/2026)
RR
Arizona
(1/4/2026)
RR
Arkansas
(1/4/2026)
RR
California
(1/4/2026)
RR
Colorado
(1/4/2026)
RR
Connecticut
(1/4/2026)
RR
Delaware
(1/4/2026)
RR
District of Columbia
(1/4/2026)
RR
Florida
(1/4/2026)
RR
Georgia
(1/4/2026)
RR
Hawaii
(1/4/2026)
RR
Idaho
(1/4/2026)
RR
Illinois
(1/4/2026)
RR
Indiana
(1/4/2026)
RR
Iowa
(1/4/2026)
RR
Kansas
(1/4/2026)
RR
Kentucky
(1/4/2026)
RR
Louisiana
(1/4/2026)
RR
Maine
(1/4/2026)
RR
Maryland
(1/4/2026)
RR
Massachusetts
(1/4/2026)
RR
Michigan
(1/4/2026)
RR
Minnesota
(1/4/2026)
RR
Mississippi
(1/4/2026)
RR
Missouri
(1/4/2026)
RR
Montana
(1/4/2026)
RR
Nebraska
(1/4/2026)
RR
Nevada
(1/4/2026)
RR
New Hampshire
(2/17/2026)
RR
New Jersey
(1/4/2026)
RR
New Mexico
(1/4/2026)
RR
New York
(1/4/2026)
RR
North Carolina
(1/4/2026)
RR
North Dakota
(1/4/2026)
RR
Ohio
(1/4/2026)
RR
Oklahoma
(1/4/2026)
RR
Oregon
(1/4/2026)
RR
Pennsylvania
(1/4/2026)
RR
Rhode Island
(1/4/2026)
RR
South Carolina
(1/4/2026)
RR
South Dakota
(1/4/2026)
RR
Texas
(1/4/2026)
RR
Utah
(1/4/2026)
RR
Vermont
(1/4/2026)
RR
Virgin Islands
(1/4/2026)
RR
Virginia
(1/4/2026)
RR
Washington
(1/4/2026)
RR
West Virginia
(1/4/2026)
RR
Wisconsin
(1/4/2026)
RR
Wyoming
(1/4/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/16/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/25/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/29/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Loading...

Contact information

Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLPRESIDENT2089446

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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