Marisol B. Fung
Professional summary
Marisol B Fung, CIMA®, who also goes by Bokyung Myung, Marisol B Myung, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in Chandler, Arizona.
Marisol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Marisol has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 86 and Series 87 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marisol B Fung's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2022 - Present
AVIER WEALTH ADVISORS
August 3, 2015 - March 31, 2022
DYNAMIC
November 10, 2011 - December 2, 2013
PURSHE KAPLAN STERLING INVESTMENTS
August 16, 2011 - October 24, 2011
CHARLES SCHWAB & CO., INC.
December 1, 2005 - April 21, 2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED
February 12, 2003 - December 1, 2005
LEGG MASON WOOD WALKER, INCORPORATED
June 11, 2002 - January 16, 2003
THE WILLIAMS CAPITAL GROUP, L.P.
June 10, 2000 - June 10, 2002
UBS SECURITIES LLC
March 6, 1997 - April 24, 2000
DEUTSCHE BANK SECURITIES INC.
Primary Firm SEC Registration
AVIER WEALTH ADVISORS
CRD#: 161077 / SEC#: 801-73301
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/27/2022)
Exams
Current Firm
AVIER WEALTH ADVISORS
CRD#: 161077 / SEC#: 801-73301
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,477 |
| AUM (Assets Under Management) | $ 964,391,865 |
Red Flags
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