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Peter Cherng tsu Chang

Evoke Advisors

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About Peter Cherng tsu Chang

Peter Chang is a registered investment advisor representative with Evoke Advisors. Peter Chang is a licensed advisor in several states, including California, Colorado, Florida, Nevada, New Jersey, New York, Ohio and Texas. Peter Chang has worked in the financial services industry since 2013. Previously, Peter Chang was associated with First Republic Securities Company, LLC. Peter Chang has a Series 63, 65, 3, 22 and SIE license.

Firm Information

Peter Chang is currently registered with Evoke Advisors. Evoke Advisors is an investment advisor with offices in Los Angeles, CA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, guilds and associations, and individuals other than high-net-worth. The firm manages over $27 billion in assets.
Evoke Advisors

10635 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$27.46B

Assets Under Management

1

Total Clients

35

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Administrtive service, financial planning, and sub-advisory fees

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Peter Chang’s Registration & Firm History

CA

05/30/2023 - Present

Evoke Advisors (LOS ANGELES CA)

CA

03/18/2013 - 06/04/2019

FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 02/26/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/02/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2013

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/27/2012

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Cherng tsu Chang.
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