Kinnie Chen
Kinnie Chen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, with 7 years of industry experience. Kinnie is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
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Assets Under Management
Location
4695 MacArthur Court, 10th Floor, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
State Registrations1 state
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