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Chia Chan

1 Year of Experience
Vienna, VA
BrokerSells Insurance

Chia Chan is a registered investment advisor, based in Vienna, VA, with 1 years of industry experience.

Location

8605 Westwood Center Drive, Suite 505,, Vienna, VA, 22182

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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 ActivitiesSells Insurance

Chia is a financial consultant at Florida Financial Advisors (DBA Tristate Financial Advisors), dedicating full-time hours to this role. Chia also engages in fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors), spending a few hours per week during trading hours.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
June 2025 - Present · 11 mos
Florida Financial Advisors, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Equitable Advisors, LLC
May 2024 - January 2025 · 8 mos
Equitable Advisors, LLCBroker
March 2024 - January 2025 · 10 mos
State Registrations3 states
FLTXVA
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.
Chia Chan - Financial Advisor | TrueAdvisor