Eugene Choi is a CFP, ChFC-designated registered investment advisor, based in San Diego, CA, with 14 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold.
Location
San Diego, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
January 2024 - Present · 2 yrs 9 mos
Wealth Enhancement Brokerage Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Wealth Enhancement Advisory Services, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Dunham & Associates Investment Counsel, INC.Broker
May 2014 - January 2024 · 9 yrs 8 mos
Dunham & Associates Investment Counsel, INC.
May 2014 - January 2024 · 9 yrs 8 mos
Commonwealth Financial Network
June 2013 - May 2014 · 11 mos
Commonwealth Financial NetworkBroker
November 2012 - May 2014 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
November 2011 - November 2012 · 1 yr
State Registrations1 state
CA
AdvisorBrokerBoth
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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