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Weihsiung Liang

38 Years of Experience
Chino Hills, CA
BrokerSells Insurance

Weihsiung Liang is a registered investment advisor at Cetera Investment Advisers LLC, based in Chino Hills, CA, with 38 years of industry experience. Weihsiung operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

14798 Pipeline Ave, #C, Chino Hills, CA, 91709

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Weihsiung is the owner and a CPA at Liang & Company Accountancy Corp, spending full-time providing accounting and tax services. He also works as an insurance agent selling life insurance, annuities, and long-term care products with various companies, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 1999 - Present · 26 yrs 5 mos
Cetera Financial Specialists LLCBroker
October 1999 - Present · 26 yrs 7 mos
Previous Registrations
Quest Capital Strategies, INC.Broker
September 1987 - November 1999 · 12 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Weihsiung Liang - Financial Advisor | TrueAdvisor