AH
Alistair H. Huong
ADVENTEDGE FINANCIAL
Apison, TN
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CRD#: 7378473
AH
Professional summary
Alistair Hsiao Chun Huong is a registered financial advisor currently at ADVENTEDGE FINANCIAL, LLC located in Apison, Tennessee.
Alistair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alistair has worked at 1 firm .
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.
Alistair Huong has served as the Executive Director of AudioVerse, a 501(c)(3) nonprofit organization, since September 2012 and spends approximately 40 hours per week toward this role. The organization's business address is PO Box 2288, Collegedale, TN 37315. This business is not investment-related. Alistair Huong also operates as a sole proprietor holding rental properties since September 2013. This activity is real estate investment related and operates from 11614 McGhee Road Apison, TN 37302. Alistair operates as Landlord and does not operate during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Alistair Hsiao Chun Huong'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
July 23, 2021 - Present
ADVENTEDGE FINANCIAL, LLC
RIA
CRD#: 314899
Apison, TN
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
Tennessee(7/23/2021)
Exams
Current Firm
AF
ADVENTEDGE FINANCIAL, LLC
ADVENTEDGE FINANCIAL, LLC
CRD#: 314899 / SEC#:
Tennessee
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Contact information
Main Address
Apison, TN
Mailing Address
Phone number
(909) 910-8888
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 6,180,228 |
Red Flags
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