Unclaimed Profile

Wa Nhut Huong

MORLING FINANCIAL ADVISORS, LLC·FREMONT, California

Series 6, Series 7, Series 63, Series 66Clean record24 years registeredMORLING FINANCIAL ADVISORS, LLC

39355 CALIFORNIA STREET, FREMONT, CA 94538-1447CRD# 3236971Firm CRD# 111819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wa Nhut Huong · FREMONT, CA

Registration

CRD #3236971 · MORLING FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MORLING FINANCIAL ADVISORS, LLC

Jan 2007 – present

MML INVESTORS SERVICES, INC.

Feb 2002 – Feb 2007

FREMONT, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORLING FINANCIAL ADVISORS, LLC

CRD 111819 · SEC 801-100390

AUM

$607M

Regulatory assets under management

Employees

1,430 client accounts

Services offered by MORLING FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORLING FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Wa Nhut Huong offer?

Wa Nhut Huong specializes in Financial Planning, Investment Management. Contact their office in FREMONT, California for a consultation.

What are Wa Nhut Huong's credentials?

Wa Nhut Huong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wa Nhut Huong located?

Wa Nhut Huong is based in FREMONT, California, working with MORLING FINANCIAL ADVISORS, LLC. Their office serves clients in the FREMONT metropolitan area and surrounding communities.

How does Wa Nhut Huong charge for services?

Wa Nhut Huong'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 MORLING FINANCIAL ADVISORS, LLC?

MORLING FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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