Fai Liao (CRD# 7331826) is an Investment Advisor Representative working at Raymond Liao Investment Advisor in Monterey Park, CA and has over 3 years of experience in the finance industry. Fai Liao 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Liao, Fai Hung (dba: Raymond Liao Investment Advisor) | Monterey Park, CA | Mar 2021 - Current | 3 |
Fai Hung Liao | Monterey Park, CA | Nov 2020 - Current | 3 |
Fai Hung Liao | Monterey Park, CA | Oct 2019 - Current | 4 |
Fai Hung Liao | Monterey Park, CA | Jul 2019 - Current | 4 |
Raymond Liao & Company, Apc | Monterey Park, CA | Jan 2010 - Current | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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