Chin Po is a registered investment advisor, based in Plano, TX, with 30 years of industry experience.
Location
450 Independence Pkwy, Suite #100, Plano, TX, 75075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chin is involved in several business activities, including serving as a trustee, managing commercial and residential rental properties, and raising funds for a non-profit. Chin also works full-time at Paxel Financial Consulting LLC and dedicates a few hours per week to selling equity indexed and fixed indexed annuities through Avantax Affiliated Insurance Agency.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations30 states
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