SC
CFP
SC
CFP

Samson Kam Long Chan

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Loading...

Location

2633 Camino Ramon, Suite 452, San Ramon, CA, 94583

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Samson is involved in several business activities, including serving on the board of directors for a private school, working as a real estate agent, managing rental properties, and acting as an advisor with Brooker Wealth Management. He also owns Peak360 Wealth Management and offers fixed insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Integrity Alliance, LLC.
October 2025 - Present · 4 mos
Integrity Alliance, LLC
October 2025 - Present · 4 mos
Integrity Alliance, LLC.Broker
October 2025 - Present · 4 mos
Brooker Wealth Management
February 2025 - Present · 1 yr
Previous Registrations
Lion Street Financial, LLCBroker
August 2019 - November 2025 · 6 yrs 3 mos
Lion Street Advisors, LLC
August 2019 - November 2025 · 6 yrs 3 mos
Ameritas Investment CORP
November 2006 - August 2019 · 12 yrs 9 mos
Ameritas Investment CORP.Broker
October 2006 - August 2019 · 12 yrs 10 mos
Woodbury Financial Services, INC.
May 2006 - October 2006 · 5 mos
Woodbury Financial Services, INC.Broker
August 1998 - October 2006 · 8 yrs 2 mos
State Registrations17 states
AZCACOGAIDILMAMNMONCNJNVNYPATXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Samson Kam Long Chan - Financial Advisor | TrueAdvisor