San Cheong is a registered investment advisor, based in Lake Forest, CA, with 7 years of industry experience.
Location
23591 El Toro Road, Suite 140, Lake Forest, CA, 92630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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San works as a mortgage loan officer for Amerifund Home Loans, dedicating a few hours per week. San also works full-time as a practitioner at Ideal Accounting and Tax Services and spends about 10-20% of their time as a referring advisor for Advantage Tax and Wealth.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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