Emily Hing, financial advisor Aliso Viejo CA
93 score

Emily Hing

CRD Number: 5569565
Current Firm: Nfp Retirement

Emily Hing (CRD# 5569565) is an Investment Advisor Representative working at Nfp Retirement in Aliso Viejo, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Nfp Advisor Services, LLC Aliso Viejo, CA Jul 2014 - Current 2
Nfp Retirement, Inc. Aliso Viejo, CA May 2011 - Current 5
Financial Telesis Inc. San Rafael, CA May 2011 - Jul 2014 3
The Vanguard Group, Inc. Scottsdale, AZ Jul 2008 - Apr 2011 2
Gringos Cantina San Diego, CA May 2007 - May 2008 1
San Diego State University San Diego, CA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Emily E. Hing
Phone Number: 949-460-9898
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34,857
    MILLIONS
  • Total Number of Accounts
    736
    ACCOUNTS
  • Average Account Value
    $47,359,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, CA, CO, FL, GA, IA, ID, IL, KY, LA, MA, MI, MN, MT, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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