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Ka Ki Kenneth Leung

BEYOND FINANCIAL SERVICES·FREMONT, California
Clean recordBEYOND FINANCIAL SERVICES
39560 STEVENSON PLACE, FREMONT, CA 94539CRD# 5294353Firm CRD# 286350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ka Ki Kenneth Leung · FREMONT, CA
Registration
CRD #5294353 · BEYOND FINANCIAL SERVICES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ka Ki Kenneth Leung is a registered financial advisor based in FREMONT, California, affiliated with BEYOND FINANCIAL SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEYOND FINANCIAL SERVICES
BEYOND FINANCIAL SERVICES
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BEYOND FINANCIAL SERVICES →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5294353
Firm CRD# 286350
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ka Ki Kenneth Leung offer?
Ka Ki Kenneth Leung specializes in Financial Planning, Investment Management. Contact their office in FREMONT, California for a consultation.
What are Ka Ki Kenneth Leung's credentials?
Ka Ki Kenneth Leung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ka Ki Kenneth Leung located?
Ka Ki Kenneth Leung is based in FREMONT, California, working with BEYOND FINANCIAL SERVICES. Their office serves clients in the FREMONT metropolitan area and surrounding communities.
How does Ka Ki Kenneth Leung charge for services?
Ka Ki Kenneth Leung's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEYOND FINANCIAL SERVICES?
BEYOND FINANCIAL SERVICES has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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