FT
Fan Teng
US FUND MANAGER LLC
Redmond, WA
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CRD#: 6900073
FT
Professional summary
Fan Teng is a registered financial advisor currently at US FUND MANAGER LLC located in Redmond, Washington.
Fan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Fan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Firm: Xpro Mortgage Inc Title: Mortgage broker loan officer Business: Mortgage/Brokerage Responsibility: Mortgage broker loan officer Firm: Lincoln & Lyndon LLC Title: Founder/Co-Owner Business: Real Estate Agent/Brokerage Responsibility: Information Technology Management, Programming/Coding, Data analysis, Tax Return filings, Real Estate Agent
CRS (Client Relationship Summary) - RIA
Click below to view Fan Teng'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®
NoneExperience
Current
April 27, 2018 - Present
US FUND MANAGER LLC
RIA
CRD#: 292094
Redmond, WA
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
Washington(4/27/2018)
Current Firm
UF
US FUND MANAGER LLC
US FUND MANAGER LLC
CRD#: 292094 / SEC#:
Washington
Registered Investment Advisory firm - (4/27/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Redmond, WA
Mailing Address
Phone number
(425) 246-1453
Established
Firm type
Fiscal year end
# of Employees
1
0
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.
