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Edward Sungwoo Cho

FOUNDERS FINANCIAL NETWORK, LLC·CUPERTINO, California
Series 65Clean record22 years registeredFOUNDERS FINANCIAL NETWORK, LLC
10050 N. WOLFE ROAD, CUPERTINO, CA 95014-8508CRD# 4919154Firm CRD# 136401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Sungwoo Cho · CUPERTINO, CA
Registration
CRD #4919154 · FOUNDERS FINANCIAL NETWORK, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ECHO ADVISORY LLC
Apr 2017 – present
BUCKINGHAM ASSET MANAGEMENT, LLC
Aug 2012 – Mar 2017
PALO ALTO, CA
FOUNDERS FINANCIAL NETWORK, LLC
Apr 2006 – Dec 2012
CUPERTINO, CA
FOUNDERS FINANCIAL NETWORK
Nov 2003 – Apr 2006
CUPERTINO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 13, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOUNDERS FINANCIAL NETWORK, LLC
CRD 136401 · SEC 801-64542
AUM
$575M
Regulatory assets under management
Employees
6
410 client accounts
Services offered by FOUNDERS FINANCIAL NETWORK, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOUNDERS FINANCIAL NETWORK, LLC →
Introduction

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05

Frequently Asked Questions

What services does Edward Sungwoo Cho offer?
Edward Sungwoo Cho specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are Edward Sungwoo Cho's credentials?
Edward Sungwoo Cho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Sungwoo Cho located?
Edward Sungwoo Cho is based in CUPERTINO, California, working with FOUNDERS FINANCIAL NETWORK, LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Edward Sungwoo Cho charge for services?
Edward Sungwoo Cho's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDERS FINANCIAL NETWORK, LLC?
FOUNDERS FINANCIAL NETWORK, LLC has approximately 6 employees and manages $575M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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