Kevin Chang
Kevin Chang is a registered investment advisor at Cetera Investment Advisers LLC, based in Issaquah, WA, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
22500 SE 64th Pl, Suite G-240, Issaquah, WA, 98027
Get directionsHistory
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
Kevin is an independent insurance agent selling fixed insurance products since 2017, dedicating nearly full-time hours to this activity. He also owns rental property and works as an investment advisor representative (IAR) with Weststar Prosperity Partners, spending full-time hours on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations11 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.