Mei Cheung (CRD# 6190417) is an Investment Advisor Representative working at Lpl Financial LLC in Hayward, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hayward, CA | Jul 2023 - Current | < 1 |
| Bmo Bank Na | Walnut Creek, CA | Feb 2022 - Current | 2 |
| Bancwest Investment Services, Inc. | Walnut Creek, CA | Feb 2022 - Feb 2023 | 1 |
| Hsbc Securities (usa) Inc. | Oakland, CA | Dec 2014 - Jan 2022 | 7 |
| Hsbc Bank Usa, N.a. | Oakland, CA | Nov 2014 - Jan 2022 | 7 |
| J P Morgan Chase Bank | San Francisco, CA | Apr 2013 - Nov 2014 | 1 |
| J P Morgan Chase Bank | San Francisco, CA | Feb 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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