Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Chan is a Registered Investment Advisor (IA) with First Foundation Advisors. Andrew has been in the financial industry since 2015 and is registered in California. Andrew has a Series 65 license, having passed the Uniform Investment Adviser Law Examination in March 2016. Andrew has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, investment companies, and banking or thrift institutions. First Foundation Advisors offers a range of financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
First Foundation Advisors (IRVINE CA)
IA
Issued 03/11/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Andrew Chan is the right advisor for you? Invested Better is here to help.
