Unclaimed Profile

Ka Ki Kenneth Leung

BEYOND FINANCIAL SERVICES·FREMONT, California

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 66CFPClean record15 years registeredBEYOND 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 · 15 years registered

Brand Profile

Not yet started

Career History

BEYOND FINANCIAL SERVICES

Jan 2017 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Oct 2010 – present

MILLAR FINANCIAL

Mar 2011 – Dec 2016

FREMONT, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2011 – Dec 2014

FREMONT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · October 14, 2010

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEYOND FINANCIAL SERVICES

CRD 286350 · SEC 801-108878

AUM

$152M

Regulatory assets under management

Employees

316 client accounts

Services offered by BEYOND FINANCIAL SERVICES

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEYOND FINANCIAL SERVICES →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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