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Chung Ping Li

GRIFFINEST ASIA ASSET MANAGEMENT
PASADENA, CA 91101
Some features on this profile are disabled
CRD#: 4575230
CL

Professional summary


Chung Ping Li, who also goes by Christopher Chung Ping Li, is a registered financial advisor currently at GRIFFINEST ASIA ASSET MANAGEMENT, LLC located in Pasadena, California and GRIFFINEST ASIA SECURITIES, LLC located in Pasadena, California.

Chung Ping is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Chung Ping has worked at 4 firms and has passed the Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopher Chung Ping Li

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.
I, Chungping Li, holding real estate agent license number 01942136, has been an esteemed agent of Coldwell Banker Dynasty located at 9228 Las Tunas Drive, Temple City, CA 91780, since October 8, 2013. In my capacity as a real estate agent, I diligently served the real estate market, specializing in transactions and property-related services. I dedicate 1 hour per month to my role, typically after the conclusion of stock trading hours. It is noteworthy that Coldwell Banker Dynasty, the agency I am associated with, primarily engages in real estate business activities and is not involved in investment-related ventures. The nature of Coldwell Banker Dynasty's business is that of a real estate broker.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Chung Ping Li'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®
None

Experience


Current

January 3, 2020 - Present

GRIFFINEST ASIA ASSET MANAGEMENT, LLC

Office #1: 301 N. Lake Ave., Suite 110, Pasadena, CA 91101
RIA
CRD#: 306355
PASADENA, CA
Current

October 20, 2005 - Present

GRIFFINEST ASIA SECURITIES, LLC

Office #1: 301 North Lake Avenue Suite 110, Pasadena, CA 91101
BD
CRD#: 132187
PASADENA, CA
Past

October 20, 2005 - November 23, 2014

GRIFFINEST ASIA ASSET MANAGEMENT, LLC

RIA
CRD#: 131973
PASADENA, CA
Past

October 6, 2002 - October 18, 2005

CORE PACIFIC SECURITIES USA LLC

BD
CRD#: 44442
COVINA, 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/20/2005)
IAR
California
(1/3/2020)
RR
Nevada
(3/7/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/21/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


GA
GRIFFINEST ASIA ASSET MANAGEMENT, LLC
GRIFFINEST ASIA ASSET MANAGEMENT, LLC

CRD#: 306355 / SEC#:

California
Registered Investment Advisory firm - (1/3/2020 Approved)
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Contact information


Main Address
301 N. Lake Ave., Suite 110, Pasadena, CA 91101
Mailing Address
Phone number
(626) 792-1388
Established
Firm type
Fiscal year end
# of Employees
6

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts9
AUM (Assets Under Management)$ 10,266,083

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


GRIFFINEST ASIA ASSET MANAGEMENT, LLC

CRD#: 306355Pasadena, CA 91101

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