HW
Huan Wang
PACIFIC GATE ADVISORS
Brentwood, TN 37027
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CRD#: 6836754
HW
Professional summary
Huan Wang is a registered financial professional currently at PACIFIC GATE ADVISORS, LLC located in Brentwood, Tennessee.
Huan is registered as a RR (Registered Representative) and started their career in finance in 2017. Huan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Huan Wang'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®
NoneExperience
Current
August 7, 2017 - Present
PACIFIC GATE ADVISORS, LLC
Office #1: 9005 Overlook Blvd, Brentwood, TN 37027BD
CRD#: 16589
Brentwood, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
SRO Registrations
RR
FINRA
Current Firm
PG
PACIFIC GATE ADVISORS, LLC
AGAVE PARTNERS ADVISORS, INC. | PACIFIC GATE ADVISORS, LLC | ORMSE CO.INC. | BROKER/DEALER, INC.
CRD#: 16589 / SEC#: , 8-34213
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
1086 Hamer Court, Brentwood, TN 37027
Mailing Address
9005 Overlook Blvd, Brentwood, TN 37027
Phone number
(331) 330-0077
Established
Delaware since 07/03/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (3 States and Territories)
Documents
Red Flags
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