Unclaimed Profile

Gary K Chan

OPHRYS LLC·SEATTLE, Washington

OPHRYS LLC

2001 WESTERN AVENUE, SEATTLE, WA 98121-3132CRD# 6630491Firm CRD# 169089

Profile Verification

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

Identity

Gary K Chan · SEATTLE, WA

Registration

CRD #6630491 · OPHRYS LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Gary K Chan is a registered financial advisor based in SEATTLE, Washington, affiliated with OPHRYS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OAK HARBOR CAPITAL, LLC

AUM

$553M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAK HARBOR CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.

Regulatory

SEC/IARD CRD# 6630491

Firm CRD# 169089

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary K Chan offer?

Gary K Chan specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Gary K Chan's credentials?

Gary K Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary K Chan located?

Gary K Chan is based in SEATTLE, Washington, working with OPHRYS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Gary K Chan charge for services?

Gary K Chan's firm is compensated through percentage of aum, performance-based fees, other: servicing fees for debt recovery services.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPHRYS LLC?

OPHRYS LLC has approximately 25 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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