Unclaimed
Fang Wan is a registered Investment Advisor Representative with Burgess Chambers & Associates Inc. Fang has been in the industry since May 2006. Fang holds a Series 65 license and is registered in Florida and Texas. Fang Wan is associated with the Orlando, Florida branch of Burgess Chambers & Associates Inc. The firm has 4 employees and is registered with the SEC. Burgess Chambers & Associates Inc. manages approximately $151,702,176 in assets for clients, including corporations, high-net-worth individuals, state or municipal government entities, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
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FL
01/21/2015 - Present
Burgess Chambers & Associates Inc. (ORLANDO FL)
IA
Issued 10/25/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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