Corey Liu, financial advisor Pacifica CA
89 score

Corey Liu

CRD Number: 6274372
Current Firm: Pillar Pacific Capital Management LLC

Corey Liu (CRD# 6274372) is an Investment Advisor Representative working at Pillar Pacific Capital Management LLC in Pacifica, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pillar Pacific Capital Management LLC Daly City, CA Jul 2013 - Current 3
Factset Research Systems San Mateo, CA Feb 2011 - Jun 2013 2
Kruger Foods Inc. Stockton, CA Oct 2010 - Jan 2011 < 1
University Of The Pacific Stockton, CA Jun 2009 - Dec 2010 1
University Of The Pacific Stockton, CA Aug 2009 - Dec 2009 < 1
Unemployed Turlock, CA Jan 2009 - May 2009 < 1
Ucla Los Angeles, CA Sep 2004 - Dec 2008 4
Costco Wholesale Corp. Turlock, CA Feb 2004 - Sep 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Corey H. Liu
Phone Number: 650-758-0130
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    769
    MILLIONS
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $2,094,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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