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David Tung Chin

Insight Wealth Partners

Plano, TX

CRD 2097827

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Employer firm

Insight Wealth Partners CRD 153635

$1.12B regulatory AUM 21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Insight Wealth Partners

3333 Premier Drive Suite 800, Plano, TX 75023 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-07-14
  • TX RA
    APPROVED
    Since 2010-07-14

Branch Locations

3333 Premier Drive Suite #800, Plano, TX 75023 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insight Wealth Partners, Llc Plano TX 06/2010 Present
  • 06/2010 → Present
    Insight Wealth Partners, Llc
    Plano, TX
Previous Registrations
Other Businesses

Selling of Insurance Products, Agent, 3333 Premier Drive, Suite 800, Plano, TX 75023

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-07
  • S63 Uniform Securities Agent State Law Examination
    1991-03-07

View on SEC IAPD

Nearby Firms

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Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

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