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Christian I. Choi

RELION ASSETS MANAGEMENT
Rancho Mirage, CA
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CRD#: 2397382
CC

Professional summary


Christian I Choi, CFP®, CLU®, who also goes by Christian Ilkyung Choi, Christian Choi, Ilkyung Choi, is a registered financial advisor currently at RELION ASSETS MANAGEMENT, LLC located in Rancho Mirage, California.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Christian has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christian Ilkyung Choi | Christian Choi | Ilkyung Choi

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Christian Choi Insurance Services; investment related; Palm Desert, CA; insurance sales and services; owner/insurance agent; started 01/2016; approximately 3% of time.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christian I Choi's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2013

Experience


Current

March 2, 2016 - Present

RELION ASSETS MANAGEMENT, LLC

RIA
CRD#: 282530
Rancho Mirage, CA
Past

January 10, 2013 - February 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LONG BEACH, CA
Past

January 10, 2013 - February 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LONG BEACH, CA
Past

August 19, 2008 - December 14, 2012

GOLD COAST SECURITIES, INC.

RIA
CRD#: 110925
DOWNEY, CA
Past

September 27, 2007 - December 14, 2012

GOLD COAST SECURITIES, INC.

BD
CRD#: 110925
DOWNEY, CA
Past

February 27, 2002 - October 5, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DOWNEY, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/2/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RA
RELION ASSETS MANAGEMENT, LLC
RELION ASSETS MANAGEMENT, LLC

CRD#: 282530 / SEC#:

California
Registered Investment Advisory firm - (3/2/2016 Approved)
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Contact information


Main Address
Rancho Mirage, CA
Mailing Address
Phone number
(213) 928-7782
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts34
AUM (Assets Under Management)$ 7,390,141

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RELION ASSETS MANAGEMENT, LLC

CRD#: 282530Rancho Mirage, CA

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