Arthur Hung (CRD# 4234663) is an Investment Advisor Representative working at Principal Securities, Inc. in Centerville, OH and has over 21 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lake Forest Financial Advisors | Centerville, OH | Jun 2022 - Current | 1 |
| Principal Life Insurance Company | Centerville, OH | Mar 2019 - Current | 5 |
| Principal Securities Inc. | Centerville, OH | Mar 2019 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Dayton, OH | Jan 2012 - Mar 2019 | 7 |
| Foresight Financial | Dayton, OH | Jun 2005 - Mar 2019 | 13 |
| World Financial Group | Dayton, OH | Jun 2001 - Mar 2019 | 17 |
| Aflac, Ins | Dayton, OH | Apr 2015 - Sep 2016 | 1 |
| Bni - Business Network International | Springboro, OH | Jan 2007 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- OH
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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