Tony LiangCRD Number: 4466624
Current Firm: J.p. Morgan Securities LLC
Tony Liang (CRD# 4466624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Alhambra, CA and has over 16 years of experience in the finance industry. Tony Liang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Jp Morgan Securities LLC||Alhambra, CA||Nov 2013 - Current||4|
|U.s. Bancorp Investments, Inc.||Arcadia, CA||May 2010 - Nov 2013||3|
|Chase Investment Services Corp.||El Monte, CA||May 2009 - May 2010||1|
|Wm Financial Services, Inc.||San Gabriel, CA||Apr 2004 - May 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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