EC
EC

Edwin Chiang

3 Years of Experience
La Verne, CA

Edwin Chiang is a registered investment advisor at Edwin Chiang Investment Advisor, based in La Verne, CA, with 3 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Edwin Chiang Investment Advisor does not provide investment management services and does not have any assets under management. They offer investment consultation, but clients are responsible for implementing any recommendations themselves.

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Location

La Verne, 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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Other Business Activities

Edwin works full-time as an environmental engineer for the Department of Defense at Marine Corps Base Camp Butler, focusing on water quality compliance. This activity is environmentally related and not investment-related.

Employment History
Current Registrations
Edwin Chiang Investment Advisor
January 2023 - Present · 3 yrs 4 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.