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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Jenpin Chen is an Investment Advisor Representative registered in California and Texas. Kevin currently works for Precept Advisory Group LLC in Irvine, California, and has been employed with the firm since June 2016. Kevin's previous experience includes working as an Investment Consultant at Aon Hewitt Investment Consulting in Los Angeles, California starting in June 2006. Kevin holds the Series 65 license. Precept Advisory Group LLC provides financial planning and portfolio management services to businesses and pension and profit sharing 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
07/12/2016 - Present
Precept Advisory Group LLC (IRVINE CA)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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