Tsunghsin
Chen

Allstate Financial Advisors, LLC

CRD#4683728
Investment Advisor
in San Diego, CA

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About this Advisor

Tsunghsin Chen is a financial advisor based out of San Diego, California who has 2 years of industry experience. Chen works at Allstate Financial Advisors, LLC. Their career trajectory has included roles at Cathay Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial LLC and Allstate. Chen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in California. Allstate Financial Advisors, LLC is a registered investment business that has its headquarters in Lincoln, NE. The company has offices in 39 locations and a total of 335 advisors. It has $29 million in assets under management between its 139 customer accounts, placing it among the smaller firms in the country by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Fees for financial management typically vary depending on which service is offered. However, fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

7323 Convoy Ct Ste B111
San Diego, CA 92111-1129

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

CA Average: $1,978,216,465
Total Number of Employees

335

CA Average: 226
Total Number of Accounts

139

CA Average: 7,467
Average Account Size

$205,173

CA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Tsunghsin Chen Work History

Tsunghsin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Allstate

2017 - 2017 (< 1 year)

Lpl Financial LLC

2017 - 2021 (4 years)

Cetera Investment Services LLC

2017 - 2021 (4 years)

Cetera Investment Advisers LLC

2014 - 2017 (3 years)

Cetera Investment Advisers LLC

2006 - 2017 (11 years)

Cetera Investment Services LLC

2003 - 2021 (18 years)

Cathay Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tsunghsin Chen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Kevin Taalman
Northbrook, IL
Tracey Hurst
St Johns, FL
Robert Sorensen
Chico, CA
Joseph Beranger
Ventura, CA
Joseph Mcdonough
Las Vegas, NV
Benjamin Alcid
Rockville, MD
Annie Cronin
Daly City, CA
Shannon Wiatrek
Lincoln, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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