Evan Alfred Chang
Investment adviser representative at Focus Financial
18 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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
- Seminars and workshops
Experience
18 years in the industry.
- Focus FinancialMay 2025 to now
- Focus Financial Network, Inc.May 2025 to now
- Osaic Wealth, Inc.May 2025 to now
- Cetera Investment Advisers LLCJun 2023 to May 2025
- Advisornet Financial Inc, dba Advisornet Wealth PartnersNov 2021 to May 2025
- Cetera Advisor Networks LLCDec 2019 to May 2025
- Advisornet FinancialNov 2019 to Nov 2021
- Advisornet Wealth ManagementNov 2019 to Nov 2021
- RBC Capital Markets CorporationMar 2008 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 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
- 4434039
- Firm CRD
- 116140