AC
Arden Chan
CHAN, ARDEN
San Diego, CA 92134-5000
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CRD#: 7135339
AC
Professional summary
Arden Chan is a registered financial advisor currently at CHAN, ARDEN located in San Diego, California.
Arden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Arden has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Arden Chan'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 12, 2019 - Present
CHAN, ARDEN
Office #1: 34800 Bob Wilson Dr, Bldg 3-4, San Diego, CA 92134-5000RIA
CRD#: 304599
San Diego, 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(8/12/2019)
Current Firm
CA
CHAN, ARDEN
CHAN, ARDEN
CRD#: 304599 / SEC#:
California
Registered Investment Advisory firm - (8/12/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
34800 Bob Wilson Dr, Bldg 3-4, San Diego, CA 92134-5000
Mailing Address
Phone number
(619) 453-6791
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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