Ellen Ching
Ellen Ching is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Francisco, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
360A West Portal Avenue, San Francisco, CA, 94127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ellen is the CEO and an active partner/business manager of West Portal Financial Group, LLC since 2014. She spends about 10-20% of her time on this business, with a few hours per week during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations16 states
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