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Victor Jay Huang

Morling Financial Advisors, LLC

Fremont, CA

CRD 5226210

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Employer firm

Morling Financial Advisors, LLC CRD 111819

$1.05B regulatory AUM 15 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Morling Financial Advisors, Llc

39355 California Street Suite 201A, Fremont, CA 94538-1447 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-01-27
  • CA RA
    APPROVED
    Since 2016-01-27

Branch Locations

39355 California Street Suite 201A, Fremont, CA 94538-1447 • 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
Morling Financial Advisors, Llc Fremont CA 03/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-27

View on SEC IAPD

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