Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Murcy? Claim Your ProfileMurcy Huang is a Registered Investment Advisor with Clifford Swan Investment Counselors. Murcy Huang is a Chartered Financial Analyst and has over 10 years of experience in the financial services industry. Murcy Huang has been with Clifford Swan Investment Counselors since July 2021 and is registered in California. Prior to joining Clifford Swan Investment Counselors, Murcy Huang was employed by City National Bank in Los Angeles, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/09/2023 - Present
Clifford Swan Investment Counselors (PASADENA CA)
Active
Inactive
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