Hsiao-Chuan Chang
Hsiao-Chuan Chang is a registered investment advisor at LPL Financial LLC, based in Washington, DC, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1717 Pennsylvania Ave Nw, Suite 325, Washington, DC, 20006
Get directionsHistory
Regulatory History (1)
Financial
June 2024Other Business Activities
Hsiao-Chuan is a co-owner of Beltway Real Estate LLC since 2021 and an owner of a Real Estate Development Company since 2018. Hsiao-Chuan is also affiliated with Beltway Wealth Management Powered by LPL Financial as of March 2022.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Adventus Veritas LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.