Ka Ki Leung, financial advisor Fremont CA

Ka Ki Leung

CRD Number: 5294353
Current Firm: Beyond Financial Services

Ka Ki Leung (CRD# 5294353) is an Investment Advisor Representative working at Beyond Financial Services in Fremont, CA and has over 16 years of experience in the finance industry. Ka Ki Leung 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.

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Professional Designations
Company Name Location Dates Years
Beyond Financial Services Fremont, CA Jan 2024 - Current < 1
Raymond James Financial Services, Inc. Fremont, CA Aug 2010 - Current 13
Millar Financial Group Fremont, CA Oct 2016 - Dec 2016 < 1
Millar Financial Fremont, CA Mar 2011 - Oct 2016 5
Millar Financial Fremont, CA Dec 2007 - Oct 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Ka Ki K. Leung
Phone Number: 5107929395
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $1,118,018
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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