Ae Wealth Management, LLC
About this Advisor
Lorin Chun is a financial advisor working in Kahului, Hawaii, who has been in the advisory business for 28 years. Chun works at Ae Wealth Management, LLC. Their career trajectory has included roles at E.A. Buck Insurance, Inc, H. Beck, Inc, Sammons Securities Co., LLC, Spc, Parkland Securities, Madison Avenue Securities, LLC and Ae Wealth Management, LLC. Chun has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Hawaii. Ae Wealth Management, LLC is a business that has its headquarters in Kahului, Hawaii. The firm has offices in 323 locations and a total of 475 people on staff. It handles $9 billion in total assets among its 74,292 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 74,292 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The business provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services vary depending on the type of financial services offered. Fees charged by Ae Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lorin Chun Work History
Lorin has 28 years of experience.
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
E.A. Buck Insurance, Inc
Sammons Securities Co., LLC
H. Beck, Inc
Lorin Chun has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Las Vegas, NV