Cetera Investment Advisers
44yrs
Top advisor by experience in San Ramon
26yrs
Chee Hon
Full name on record: Chee Chung Hon
Financial advisor at Cambridge Investment Research Advisors
Chee Hon has worked in the financial industry for 26 years and is a fiduciary financial advisor based in San Ramon, California. After four years at U.S. Bancorp Investments, Chee joined Cambridge Investment Research Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office2010 Crow Canyon Place Suite 100, San Ramon, CA 94583
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2014 – 2018U.S. Bancorp Investments, Inc.Previously
Contact Chee
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Chee. 2010 Crow Canyon Place Suite 100San Ramon, CA 94583Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Chee
Tailored to Chee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chee
How do I contact Chee?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Chee Hon. Chee works from the San Ramon, CA office.
How long has Chee been a financial advisor?
Chee has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does Chee hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chee a fiduciary?
Chee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chee paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Chee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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