AC
AC

Anson Chen

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

177 East Colorado Blvd., Suite 200, Office 3055, Pasadena, CA, 91105

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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

Anson works as a registered representative selling insurance, dedicating about a quarter of his time to this role. He also works as a registered representative providing financial services under LA Pension Planners, which takes about a quarter of his time.

Employment History
Current Registrations
Gwn Securities INC.Broker
January 2024 - Present · 2 yrs 1 mo
Gwn Securities INC.
January 2024 - Present · 2 yrs 1 mo
Gwn Securities INC.
January 2024 - Present · 2 yrs 1 mo
State Registrations5 states
ARAZCAIDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.