Vi Houang
Vi Houang is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fullerton, CA, with 20 years of industry experience. Vi 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
Firm Size
IM Fee
Assets Under Management
Location
801 East Chapman Ave Ste 104, Fullerton, CA, 92831
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vi sells fixed insurance products (life, health, disability, annuities, long-term care) through various insurance carriers. She also works as a registered representative for Crane and Associates, dedicating full-time hours, and provides administrative support for Crane Advisory LLC, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.Broker
State Registrations2 states
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