EC
CFP
EC
CFP

Edward Cho

22 Years of Experience
Menlo Park, CA

Edward Cho is a CFP-designated registered investment advisor at Echo Advisory LLC, based in Menlo Park, CA, with 22 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$67.2M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Menlo Park, CA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Echo Advisory LLC
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Buckingham Asset Management, LLC
August 2012 - March 2017 · 4 yrs 7 mos
Founders Financial Network, LLC
April 2006 - December 2012 · 6 yrs 8 mos
Founders Financial Network
November 2003 - April 2006 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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