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Kevin Ray Redila

Morling Financial Advisors, LLC

Fremont, CA

CRD 8189167

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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 2025-12-26
  • CA RA
    APPROVED
    Since 2025-12-26

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 Fremont CA 05/2024 Present
Unemployed Hayward CA 12/2022 03/2023
Unemployed Hayward CA 12/2023 05/2024
Chabot College Hayward CA 03/2023 12/2023
Fremont Bank Hayward CA 01/2021 12/2022
Fremont Bank Hayward CA 07/2016 12/2020
  • 05/2024 → Present
    Morling Financial Advisors
    Fremont, CA
  • 12/2022 → 03/2023
    Unemployed
    Hayward, CA
  • 12/2023 → 05/2024
    Unemployed
    Hayward, CA
  • 03/2023 → 12/2023
    Chabot College
    Hayward, CA
  • 01/2021 → 12/2022
    Fremont Bank
    Hayward, CA
  • 07/2016 → 12/2020
    Fremont Bank
    Hayward, CA
Other Businesses

SELF EMPLOYED/ NON INVESTMENT RELATED/ LOCATION: HAYWARD, CA/ ECOMMERCE OF COLLECTABLE TRADING CARDS/ APPROX. 30 HRS/MONTH/ LESS THAN 1 HOUR DEVOTED DURING TRADING HOURS/ DUTIES: LIVE STREAMING AND SELLING CARDS VIA ONLINE SHOP

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-26
  • S65 Uniform Investment Adviser Law Examination
    2025-12-26

View on SEC IAPD

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