Advisor at Honorable Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Honorable Financial Services, LLC
Location
Bedford, NH 03110
Credentials
Series 63, Series 65
Industry experience
11 years
Anthony Chen is an independent financial advisor at Honorable Financial Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at ClearCost Health since 2014, where he serves as a quality assurance manager developing healthcare software. Prior to and during this time, he has also been associated with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Honorable Financial Services is a small, state-registered independent advisory firm serving primarily individual clients, especially lower- to middle-income individuals and families. The firm offers discretionary portfolio management and ongoing financial planning focused on retirement and life transitions, utilizing a long-term, passive ETF asset-allocation strategy implemented through the Betterment platform.
Based on Honorable Financial Services, LLC
Based on Honorable Financial Services, LLC
$0.00 - unlimited: 0.8%
8 Spyglass Point Circle
Bedford, NH 03110
Massachusetts · New Hampshire
ClearCost Health
2014 - Present (12 years)
Transamerica Financial Advisors, Inc
2014 - Present (12 years)
World Financial Group, Inc.
2013 - Present (13 years)
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