Chuezheng
Lor
Spc
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About this Advisor
Chuezheng Lor is an investment advisor whose office is in Fresno, California. Currently an advisor with Spc, they have gathered 10 years of professional experience as a registered advisor. Lor has Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Lor can act as a financial advisor in California. During their career, the advisor has held roles at Noble Credit Union Formerly Fresno County Federal Credit Union, Fresno County Federal Credit Union, Cuna Brokerage Services, Inc, Lpl Financial LLC, Parkland Securities, LLC and Spc. Spc is headquartered in Fresno, California, and has 464 other offices across the nation. Overall, Spc oversees $5 billion in assets across 25,865 accounts and retains more than 705 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 25,860 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Spc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Spc Brokerage Details
$4,557,672,608
705
25,865
$176,210
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Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Chuezheng Lor Work History
Chuezheng has 10 years of experience.
Parkland Securities, LLC
Spc
Lpl Financial LLC
Noble Credit Union Formerly Fresno County Federal Credit Union
Cuna Brokerage Services, Inc
Fresno County Federal Credit Union
Disclosures
Chuezheng Lor has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.