Ki Tin
Chan
Forthright Capital Advisory
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About this Advisor
Ki Tin Chan is a financial advisor based in Indian Head Park, Illinois, working with Forthright Capital Advisory. Ki Tin Chan has previously held positions at Cathay Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, U.S. Bancorp Investments, Inc, Forthright Capital Advisory, and Forthright Capital Partners. Ki Tin Chan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Ki Tin Chan is part of Forthright Capital Advisory, which operates out of Indian Head Park, Illinois. The firm has 16 offices and 32 employees. The firm manages assets totaling $26.5 million and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Forthright Capital Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forthright Capital Advisory Brokerage Details
$26,466,902
32
264
$100,253
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ki Tin Chan Work History
Forthright Capital Advisory
Forthright Capital Partners
U.S. Bancorp Investments, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cetera Investment Advisers LLC
Cathay Bank
Cetera Investment Services LLC
Disclosures
Please visit the SEC profile of Ki Tin Chan 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 Forthright Capital Advisory
Spokane Valley, WA
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Conroe, TX
Indian Head Park, IL
Las Vegas, NV
Las Vegas, NV
The content in this profile was updated by SmartAsset on 6/19/2024. 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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