Victor
Huang

Morling Financial Advisors, LLC

CRD#5226210
Investment Advisor
in Fremont, CA

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About this Advisor

Victor Huang is a financial advisor based in Fremont, California, who has 7 years of relevant experience. Huang is currently employed by Morling Financial Advisors, LLC. Their career trajectory has included roles at Morling Financial Advisors, LLC, Lending Club and Great Exchange Covenant Church Fremont. Huang maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. Morling Financial Advisors, LLC is an advisory firm headquartered in Fremont, CA. It has a total of 16 people on staff. It oversees $486 million in assets under management across its 1,061 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves three charitable organizations. Of its 1,061 client accounts, 31% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually are based on the type of financial services provided. However, fee types charged by Morling Financial Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

39355 California Street Suite 201A
Fremont, CA 94538-1447

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Morling Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$485,623,893

CA Average: $7,578,581,321
Total Number of Employees

16

CA Average: 43
Total Number of Accounts

1,061

CA Average: 3,727
Average Account Size

$457,704

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Victor Huang Work History

Victor has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Morling Financial Advisors, LLC

2013 - 2015 (2 years)

Lending Club

2007 - 2013 (6 years)

Great Exchange Covenant Church Fremont

*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 Huang 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

Jawad Ehsanyar
Fremont, CA
Gary Cheng
Fremont, CA
Savannah Warren
Fremont, CA
Anna Norman
Fremont, CA
Kher Jin Chai
Fremont, CA
Sylvia Chin
Fremont, CA
Matthew Shibata
Fremont, CA
Michael King
Fremont, 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.

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