Diana
Le
Morling Financial Advisors, LLC
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About this Advisor
Diana Le is a financial advisor based in Fremont, California, working with Morling Financial Advisors, LLC. Diana has previously held positions at UBS Financial Services, Inc, Nghia Nippers Corporation, Snow Monster, California State University, Fullerton, Bordeaux Wealth Advisors, Summitry LLC, Morling Financial Advisors, LLC, and Seek First, Inc. Diana has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Diana is part of Morling Financial Advisors, LLC, which operates out of Fremont, California. The firm has 2 offices and 17 employees. The firm manages assets totaling $607.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Morling Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morling Financial Advisors, LLC Brokerage Details
$606,989,977
17
1,430
$424,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Diana Le Work History
Morling Financial Advisors, LLC
Seek First, Inc
Summitry LLC
Bordeaux Wealth Advisors
Ubs Financial Services, Inc
Ubs Financial Services, Inc
Nghia Nippers Corporation
Snow Monster
Education - California State University, Fullerton
Disclosures
Please visit the SEC profile of Diana Le to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morling Financial Advisors, LLC
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
Fremont, CA
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