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Fang Wan

Burgess Chambers & Associates Inc.

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About Fang Wan

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.

Firm Information

Fang Wan is currently registered with Burgess Chambers & Associates Inc.. Burgess Chambers & Associates Inc. is an investment advisor based in Orlando, Florida. They advise a variety of clients, including individuals, corporations, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. They provide pension consulting and have $151,702,176 in regulatory assets under management.
Burgess Chambers & Associates Inc.

315 E. ROBINSON STREET

ORLANDO, FL 32801

$151.70M

Assets Under Management

69

Total Clients

4

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fang Wan’s Registration & Firm History

FL

01/21/2015 - Present

Burgess Chambers & Associates Inc. (ORLANDO FL)

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Licenses & Designations

IA

Issued 10/25/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fang Wan.
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