AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AA

Asher P. Ang

Some features on this profile are disabled
CRD#: 7526465
AA

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.

Asher Paul Ang was a registered financial professional .

Asher is a previously registered financial professional and started their career in finance in 2022. Asher had worked at 1 firm and has passed the Series 63, Series 65, Series 82TO, Series 22TO, SIE, Series 39 and Series 14 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Kelley Clarke, PLLC; Not investment related; Associate Attorney; Start Date 09/2021; Prosper, TX; Approximately 70% of time;

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 7, 2022 - September 27, 2024

CPR FINANCIAL & INSURANCE SERVICES, INC.

RIA
CRD#: 145855
PROSPER, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/11/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 82TO
Date: 7/2/2022
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 22TO
Date: 6/4/2022
Direct Participation Programs Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 5/21/2022
Compliance Officer Examination

Current Firm


CF
CPR FINANCIAL & INSURANCE SERVICES, INC.
CPR FINANCIAL & INSURANCE SERVICES, INC. | CPR FINANCIAL SERVICES, INC.

CRD#: 145855 / SEC#:

California
Registered Investment Advisory firm - (1/15/2008 Approved)
Florida
Registered Investment Advisory firm - (9/24/2015 Approved)
Louisiana
Registered Investment Advisory firm - (3/15/2021 Approved)
Texas
Registered Investment Advisory firm - (2/6/2015 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
603 E. Broadway St, Prosper, TX 75078
Mailing Address
Phone number
(877) 431-6997
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts756
AUM (Assets Under Management)$ 69,347,508

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


CPR FINANCIAL & INSURANCE SERVICES, INC.

CRD#: 145855

TRUST BUT VERIFY

Monitor Asher Ang

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics