Victor
Cheng
Cooper Mcmanus
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About this Advisor
Victor Cheng is a certified financial planner operating in Irvine, California with 1 year of industry experience. Cheng works at Cooper Mcmanus. Throughout their career, they have worked at Evergreen Wealth Advisory Group, LLC, Securities America, Inc, Victor Cheng, Cooper Mcmanus and Cambridge Investment Research, Inc. Cheng maintains a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in California. Cooper Mcmanus is an advisory business that has its headquarters in Irvine, CA. The firm has offices in 21 locations and a total of 40 people on staff. It controls $1 billion in assets among its 4,523 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to nine charitable organizations. Of its 4,523 customer accounts, just 11% are held by high-net-worth investors who have at least $1 million in investable assets. Cooper Mcmanus has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually are based on which services the firm provides the client. Fee types billed by Cooper Mcmanus likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Victor Cheng Work History
Victor has been registered as a financial advisor for 1 years.*
Cooper Mcmanus
Cambridge Investment Research, Inc
Victor Cheng
Evergreen Wealth Advisory Group, LLC
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Victor Cheng 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 Cooper Mcmanus
Irvine, CA
Santa Ynez, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Thousand Oaks, CA
San Clemente, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
