Harrison Chi Chang
Investment adviser representative at Ip Financial Advisory Services LLC
10 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Ip Financial Advisory Services LLCJun 2024 to now
- Innovation Partners LLCJun 2024 to now
- Western International Securities, Inc.Dec 2017 to Jul 2024
- American United Life Insurance CompanyJun 2017 to Sep 2017
- J.P. Morgan Securities LLCMar 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4183646
- Firm CRD
- 305772