Mai C. Vang
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mai Chee Vang, CFP®, who also goes by Mai Vang, Maui Vang, Mai Chee Yang, was a registered financial professional .
Mai is a previously registered financial professional and started their career in finance in 2017. Mai had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 1, 2021 - March 10, 2023
TILLY, INC.
February 14, 2020 - March 24, 2022
ALLGEN FINANCIAL ADVISORS, INC.
December 18, 2017 - June 8, 2018
DAVIS FINANCIAL PLANNING
State Registrations and Notice Filings
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Current Firm
TILLY, INC.
CRD#: 300631 / SEC#:
Contact information
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.
