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Victor Jay Huang

Morling Financial Advisors, LLC

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About Victor Jay Huang

Victor Jay Huang is an Investment Advisor Representative registered with the state of California. Victor is currently affiliated with Morling Financial Advisors, LLC. The firm's main office is located in Fremont, California. Victor has been with Morling Financial Advisors, LLC since March 2015. Victor has 12 years of experience in the financial industry. Prior to joining Morling Financial Advisors, LLC, Victor worked at Lending Club. Victor has a Series 65 license. Victor specializes in financial planning, pension consulting and selection of other advisors.

Firm Information

Victor Huang is currently registered with Morling Financial Advisors, LLC. Morling Financial Advisors, LLC is a financial advisory firm based in Fremont, CA, with a focus on providing comprehensive financial planning, pension consulting, and investment management services. They have a strong track record of serving a diverse client base including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $606 million in assets for approximately 1,430 clients.
Morling Financial Advisors, LLC

39355 CALIFORNIA STREET

FREMONT, CA 94538-1447

$606.99M

Assets Under Management

16

Total Clients

14

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Victor Huang’s Registration & Firm History

CA

01/27/2016 - Present

Morling Financial Advisors, LLC (FREMONT CA)

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Licenses & Designations

IA

Issued 01/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Jay Huang.
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