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BC

Benjamin Chang

LW PACIFIC INVESTMENTS
santa ana, CA
Some features on this profile are disabled
CRD#: 6463462
BC

Professional summary

Benjamin Chang, who also goes by Benjamin Inning Chang, Benjamin Chang, is a registered financial advisor currently at LW PACIFIC INVESTMENTS LLC located in Santa Ana, California.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Benjamin Inning Chang | Benjamin Chang

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 Benjamin Chang'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

June 18, 2015 - Present

LW PACIFIC INVESTMENTS LLC

RIA
CRD#: 171641
santa ana, CA

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
(6/18/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/21/2014
Uniform Investment Adviser Law Examination

Current Firm

LP
LW PACIFIC INVESTMENTS LLC
LW PACIFIC INVESTMENTS LLC

CRD#: 171641 / SEC#:

California
Registered Investment Advisory firm - (6/18/2015 Approved)
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Contact information

Main Address
Santa Ana, CA
Mailing Address
Phone number
(949) 413-7468
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 3,050,000

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

LW PACIFIC INVESTMENTS LLC

CRD#: 171641Santa Ana, CA

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