Anchor Wealth Management, LLC

Anchor Wealth Management, LLC, led by Tim Chiung Chen, was established in 2017, with Mr. Chen serving as the Managing Member, Chief Compliance Officer, and Investment Advisor. He holds a Bachelor of Science in Business Administration from Boston University and a Master of Business Administration from the University of California, Irvine. Mr. Chen has a background in financial advising since 2003, working with firms like LPL Financial, LLC, and American Express Financial Advisors, Inc. As a licensed insurance agent, Mr. Chen may earn commissions from insurance transactions, creating a potential conflict of interest. However, he commits to recommending products only when suitable and in the client's best interest. He does not receive additional compensation beyond advisory fees and operates under the firm's Code of Ethics. There are no disciplinary events related to Mr. Chen, and he has not been involved in significant arbitration claims or legal proceedings. Clients can reach Mr. Chen at 949-988-7382 for any inquiries regarding his services.