Miranda Mun Chang

Current Employers

Employment History

• 09/2009 → 09/2021
  Lpl Financial Llc
  Berkeley, CA
• 09/2021 → 09/2025
  Avantax Investment Services, Inc.
  Berkeley, CA
• 09/2021 → 09/2025
  Avantax Advisory Services
  Berkeley, CA
• 09/2021 → 09/2025
  Avantax Insurance Agency Llc
  Berkeley, CA
• 05/2008 → Present
  Mcg Management Inc.
  Berkeley, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-20 → 2025-09-05
  Avantax Advisory Services
  Berkeley, CA
• 2009-09-08 → 2021-10-19
  Lpl Financial Llc
  Berkeley, CA
• 2008-12-16 → 2009-10-13
  Associated Planners Investment Advisory Inc
  Boston, MA
• 2008-12-16 → 2009-09-08
  Associated Securities Corp.
  Berkeley, CA
  San Mateo, CA
• 2004-07-21 → 2008-12-31
  Fsc Securities Corporation
  Berkeley, CA
  Hayward, CA
• 2002-05-20 → 2002-12-06
  Ameriprise Financial Services, Llc
  Walnut Creek, CA

Other Businesses

1) MCG MANAGEMENT INC. DBA CHANG & ASSOCIATES TAX AND FINANCIAL PROFESSIONALS POSITION: President NATURE: Providestax preparation and small business accounting, bookkeeping, payroll processing and bill-pay, and other related consultation services through Chang & Associates Tax and Financial Professionals. INVESTMENT RELATED: No NUMBER OF HOURS: 86 SECURITIES TRADING HOURS: 40 START DATE: 05/13/2008 ADDRESS: 2855 Telegraph Ave Ste 300, Berkeley CA 94705, United States DESCRIPTION: Duties and responsibilities include:- prepare individual and business tax returns- perform recurring accounting, bookkeeping, payroll processing and bill-pay services for small businesses- review tax and accounting work completed by staff members- perform / supervise other operational duties required for an active office (e.g. security, technology, etc.) 2) Rental Real Estate; Owner; One residential townhome with one renter.  The renter is neither a customer nor an advisor of another broker/dealer or RIA.; NIR; 0; 12/30/2011; 2855 Telegraph Ave Ste 300 Berkeley CA 94705; - Rent Collection- Manage certain maintenance/repair-related services on an as-needed basis 3) Chang & Associates Financial Advisors; Self-Employment (DBA Only); DBA for Financial Advisor Activities under Avantax; IR; 90; 09/14/2021; 2855 Telegraph Ave Ste 300 Berkeley CA 94705; Financial Advisor Activities under Avantax 4) The Kimi Lai Irrevocable Trust dated April 23, 2012; Independent Special Trustee; I will serve as the Independent Special Trustee for the ILIT that was set up many years ago for the benefit of the grantor's son.  The trust has been set up so that the Independent Special Trustee should not be related to the grantor or be a beneficiary of the trust.  There are currently 3 other family members of the grantor who serve as co-trustees.  My primary responsibility will be the payment of premiums for insurance policies held in the ILIT.  The ILIT does not contain any additional assets.  ; NIR; 1; 0; 09/15/2025; 2855 TELEGRAPH AVENUE STE 300 Berkeley CA 94705; My primary responsibility will be the payment of premiums for insurance policies held in the ILIT.  The ILIT does not contain any additional assets.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-17

Other Names

• Miranda Chang
• Miranda Mun Change
• Mun Miranda Chang