Morling Financial Advisors, LLC
Morling Financial Advisors, LLC (CRD# 111819) is a financial advisory firm headquartered in Fremont, CA. They manage $606,989,977 in 1,430 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management607MILLION
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Total Number of Accounts1,430ACCOUNTS
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Average Account Value$424,469
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, TN, TX, WA
Kher Jin Chai (CRD# 5919056) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 9 years of experience in the finance industry.
Gary Cheng (CRD# 6249327) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 10 years of experience in the finance industry.
Sylvia Chin (CRD# 4761985) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 20 years of experience in the finance industry.
Victor Huang (CRD# 5226210) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 8 years of experience in the finance industry.
Wa Huong (CRD# 3236971) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 24 years of experience in the finance industry.
Peter Ling (CRD# 1797371) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 17 years of experience in the finance industry.
Anna Norman (CRD# 5824747) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 6 years of experience in the finance industry.
Matthew Shibata (CRD# 5191517) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has over 17 years of experience in the finance industry.
Jawad Ehsanyar (CRD# 7705447) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has 1 year of experience in the finance industry.
Benjamin Feiner (CRD# 7785761) is an Investment Advisor Representative working at Morling Financial Advisors, LLC in Fremont, CA and has 1 year of experience in the finance industry.