Fang
Wan

Burgess Chambers & Associates Inc

CRD#5298370
Investment Advisor
in Orlando, FL

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About this Advisor

Fang Wan is a financial advisor working in Orlando, Florida, with a total of 10 years of relevant experience. Wan works at Burgess Chambers & Associates Inc. They have spent the entirety of their time as a financial advisor at Burgess Chambers & Associates Inc. Wan holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Florida and Texas. Burgess Chambers & Associates Inc is an advisory business operating out of Orlando, FL. The firm has a total of 11 advisors. It administers $138 million in total assets among its 25 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 25 client accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets. The company provides pension consulting services. Fees charged by financial advisors typically are based on the type of services offered. However, fee types charged by Burgess Chambers & Associates Inc can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

315 E. Robinson Street Suite 690
Orlando, FL 32801

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Burgess Chambers & Associates Inc Brokerage Details

Total Assets Under Management

$138,101,982

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

25

FL Average: 2,474
Average Account Size

$5,524,079

FL Average: $750,025

Investment Advisory Services

  • Pension consulting services

Fang Wan Work History

Fang has been registered as a financial advisor for 10 years.*

2006 - Present (18 years)

Burgess Chambers & Associates Inc

*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 Fang Wan 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 Burgess Chambers & Associates Inc

Mitchel Brennan
Orlando, FL
Larry Cole
Orlando, FL
Fang Wan
Orlando, FL
Burgess Chambers
Orlando, FL

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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