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Wa Nhut Huong

Morling Financial Advisors, LLC

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About Wa Nhut Huong

Wa Nhut Huong is an Investment Advisor Representative with Morling Financial Advisors, LLC. Wa has been in the industry since 2001 and is registered in California and Texas. Wa has a variety of designations, including Certified Financial Planner and Chartered Financial Consultant. Wa's current firm, Morling Financial Advisors, LLC, focuses on financial planning, pension consulting, and portfolio management for individuals. They specialize in serving individuals, corporations, and charitable organizations.

Firm Information

Wa Huong 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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Wa Huong’s Registration & Firm History

CA

04/08/2022 - Present

Morling Financial Advisors, LLC (Fremont CA)

CA

07/03/2001 - 02/05/2007

MML INVESTORS SERVICES, INC. (FREMONT CA)

NY

06/30/1999 - 08/03/2001

MONY SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/01/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wa Nhut Huong.
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