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Chi i Huang

Integral Financial LLC

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About Chi i Huang

Chi i Huang is a financial professional with over 10 years of experience in the industry. Chi i is registered with Integral Financial LLC in San Jose, California, and has held the Series 63, Series 24, Series 7, and SIE licenses since 2007. Chi i provides financial planning and portfolio management services for individuals and businesses. The firm specializes in providing financial planning and portfolio management services for individuals and businesses. Integral Financial LLC's compensation arrangements include commissions, hourly charges, and a percentage of assets.

Firm Information

Chi i Huang is currently registered with Integral Financial LLC. Integral Financial LLC is a Limited Liability Company registered in California, Nevada, and Texas, established in February 2002. The firm provides financial planning and portfolio management for individuals and businesses, offering a range of services to help clients reach their financial goals. With over a decade of experience, Integral Financial LLC is dedicated to providing personalized investment advice and building long-term relationships with their clients.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chi i Huang’s Registration & Firm History

CA

08/20/2007 - Present

Integral Financial LLC (SAN JOSE CA)

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Licenses & Designations

BC

Issued 10/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chi i Huang.
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