Unclaimed Profile

Eugene Kwok Hung Hsu

ARCHER POINTE WEALTH MANAGEMENT, LLC·DAVIS, California

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record21 years registeredARCHER POINTE WEALTH MANAGEMENT, LLC

231 D STREET, DAVIS, CA 95616CRD# 3107090Firm CRD# 308777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eugene Kwok Hung Hsu · DAVIS, CA

Registration

CRD #3107090 · ARCHER POINTE WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ARCHER POINTE WEALTH MANAGEMENT, LLC

Aug 2020 – present

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

Nov 2017 – Dec 2020

DAVIS, CA

COMMONWEALTH FINANCIAL NETWORK

Jul 2012 – Nov 2017

SACRAMENTO, CA

LPL FINANCIAL LLC

May 2011 – Aug 2012

SACRAMENTO, CA

LUCAS GROUP FINANCIAL PLANNERS, INC.

Mar 2005 – May 2011

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · March 31, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARCHER POINTE WEALTH MANAGEMENT, LLC

CRD 308777 · SEC 801-118935

AUM

$139M

Regulatory assets under management

Employees

299 client accounts

Services offered by ARCHER POINTE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARCHER POINTE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Eugene Kwok Hung Hsu offer?

Eugene Kwok Hung Hsu specializes in Financial Planning, Investment Management. Contact their office in DAVIS, California for a consultation.

What are Eugene Kwok Hung Hsu's credentials?

Eugene Kwok Hung Hsu holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eugene Kwok Hung Hsu located?

Eugene Kwok Hung Hsu is based in DAVIS, California, working with ARCHER POINTE WEALTH MANAGEMENT, LLC. Their office serves clients in the DAVIS metropolitan area and surrounding communities.

How does Eugene Kwok Hung Hsu charge for services?

Eugene Kwok Hung Hsu's firm is compensated through hourly charges, subscription fees, other: retainer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARCHER POINTE WEALTH MANAGEMENT, LLC?

ARCHER POINTE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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