Michael P. Ching

NARDENE WEALTH MANAGEMENT

Brentwood, CA 94513

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CRD#: 2051991

Professional summary

Michael Paul Ching is a registered financial advisor currently at NARDENE WEALTH MANAGEMENT INC located in Brentwood, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Michael Paul Ching's 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

October 28, 2008 - Present

NARDENE WEALTH MANAGEMENT INC

Office #1: 3130 Balfour Rd Ste D 436, Brentwood, CA 94513

RIA

CRD#: 148528

Brentwood, CA

Past

September 28, 2006 - June 9, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SAN FRANCISCO, CA

Past

July 23, 1990 - June 9, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN FRANCISCO, CA

Past

May 22, 1990 - June 26, 1990

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/28/2008)

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Exams

State Security Law Exam

IAR

Series 66

Date: 7/5/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/25/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1990

General Securities Representative Examination

Current Firm

NARDENE WEALTH MANAGEMENT INC

CRD#: 148528 / SEC#:

California

Registered Investment Advisory firm - (10/28/2008 Approved)

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Contact information

Main Address

3130 Balfour Rd Ste D 436, Brentwood, CA 94513

Mailing Address

P.o. Box 4756, Antioch, CA 94531-4756

Phone number

(925) 588-9397

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	400
AUM (Assets Under Management)	$ 80,000,000

Red Flags

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Michael P. Ching

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Paul Ching's CRS (Customer Relationship Summary).

Certified licenses

Experience

NARDENE WEALTH MANAGEMENT INC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

THE STUART-JAMES COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2006

Series 63

Date: 5/25/1990

Series 7

Date: 5/19/1990

Current Firm

NARDENE WEALTH MANAGEMENT INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NARDENE WEALTH MANAGEMENT INC

TRUST BUT VERIFY

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