Po ying Chen
Investment adviser representative at Independent Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Independent Financial Group, LLCJul 2021 to now
- Bcll CorporationApr 2016 to now
- Globalink Securities, IncMay 2018 to May 2021
- Transglobal Advisory LLCApr 2018 to May 2021
- Transamerica Financial Advisors, IncMay 2016 to Apr 2018
- World Financial Group, Inc.Jul 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 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
- 6634327
- Firm CRD
- 7717