Edward Cho
Professional summary
Edward Cho, CFP®, who also goes by Ed Cho, Edward Sungwoo Cho, is a registered financial advisor currently at ECHO ADVISORY LLC located in Menlo Park, California.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Edward has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Cho's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
April 19, 2017 - Present
ECHO ADVISORY LLC
August 29, 2012 - March 8, 2017
BUCKINGHAM STRATEGIC WEALTH, LLC
April 18, 2006 - December 21, 2012
FOUNDERS FINANCIAL NETWORK, LLC
November 13, 2003 - April 19, 2006
FOUNDERS FINANCIAL NETWORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/19/2017)
Current Firm
ECHO ADVISORY LLC
CRD#: 288026 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 25,819,422 |
Red Flags
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