Alex Eugene Chan
Investment adviser representative at Focus Partners Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm 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 feePerformance-basedOther
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
12 years in the industry.
- Focus Partners Wealth, LLCApr 2025 to now
- Allium Financial AdvisorsDec 2024 to Feb 2025
- UnemployedJun 2024 to Nov 2024
- Steelpeak WealthJan 2024 to Jun 2024
- Doodle PinkJan 2023 to Jan 2024
- LourdmurraySep 2021 to Jan 2023
- UBS Financial Services Inc.Aug 2020 to Sep 2021
- UnemployedDec 2019 to Aug 2020
- Alliant Insurance ServicesDec 2018 to Dec 2019
- UnemployedMay 2018 to Dec 2018
- Tlc PrAug 2017 to May 2018
- YmcaSep 2016 to Dec 2016
- University of Hawaii At ManoaMay 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OR).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7289107
- Firm CRD
- 159289