Wa Nhut Huong

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Morling Financial Advisors, Llc
  Fremont, CA

Previous Registrations

• 2002-02-11 → 2007-02-05
  Mml Investors Services, Llc
  Fremont, CA
  Fremont, CA

Other Businesses

1) NAME: S & H MANAGEMENT, LLC; INV RELATED; ADDRESS: 1020 CRIMSON WAY, HENDERSONVILLE TN 37075; NATURE: PROPERTY MANAGEMENT; DUTIES: BOOK KEEPING; POSITION: MANAGING MEMBER; START DATE: 03/2005; HR/MNTHLY: 2-4 HR; DURING TRADING: 0-1. 2) NAME: MAGNOLIA TREE INVESTMENTS, INC; INV RELATED. ADDRESS: 205 IMPERIO AVE, FREMONT, CALIFORNIA 94539. NATURE: HOLDS REAL ESTATE INVESTMENTS. DUTIES: CEO START DATE: 05/2008 HR/MNTHLY: ABOUT 2-4 HRS. MAGNOLIA TREE INVESTMENTS INC. BOTH OWNS REAL ESTATE AND ORGANIZES AND MANAGES INVESTMENT ENTITIES TO BUY REAL ESTATE. 3) NAME: 2111 FAIRFAX AVE LLC; INV RELATED.; ADDRESS: 205 IMPERIO AVE, FREMONT, CALIFORNIA 94539.; NATURE: HOLDS REAL ESTATE INVESTMENTS.; DUTIES: CEO; START DATE: 12/2021; HR/MNTHLY: ABOUT 1-4 HRS. 2111 FAIRFAX AVE LLC. BOTH OWNS REAL ESTATE AND MANAGES REAL ESTATE. 4) NAME: 603 SOUTHGATE AVE LLC; INV RELATED.; ADDRESS: 205 IMPERIO AVE, FREMONT, CALIFORNIA 94539.; NATURE: HOLDS REAL ESTATE INVESTMENTS.; DUTIES: CEO; START DATE: 11/2021; HR/MNTHLY: ABOUT 1-4 HRS. 603 SOUTHGATE AVE LLC. BOTH OWNS REAL ESTATE AND MANAGES REAL ESTATE. 5) NAME: 223 OCEOLA AVE LLC; INV RELATED.; ADDRESS: 205 IMPERIO AVE, FREMONT, CALIFORNIA 94539.; NATURE: HOLDS REAL ESTATE INVESTMENTS.; DUTIES: CEO; START DATE: 02/2022; HR/MNTHLY: ABOUT 1-4 HRS. 603 SOUTHGATE AVE LLC. BOTH OWNS REAL ESTATE AND MANAGES REAL ESTATE.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-06-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant