AL
Allan Leung
PLANVISION
Millbrae, CA
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CRD#: 7638812
AL
Allan LeungPLANVISION
Professional summary
Allan Leung is a registered financial advisor currently at PLANVISION, LLC located in Millbrae, California.
Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Allan has worked at 1 firm .
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Allan Leung'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 31, 2026 - Present
PLANVISION, LLC
RIA
CRD#: 166311
Millbrae, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PL
PLANVISION, LLC
M&E FINANCIAL GROUP | PLANVISION, LLC
CRD#: 166311 / SEC#: 801-112729
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Minnesota
Registered Investment Advisory firm - (3/30/2018 Terminated)South Dakota
Registered Investment Advisory firm - (3/30/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (4/2/2018 Terminated)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
California(7/31/2026)
Exams
Current Firm
PL
PLANVISION, LLC
M&E FINANCIAL GROUP | PLANVISION, LLC
CRD#: 166311 / SEC#: 801-112729
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Minnesota
Registered Investment Advisory firm - (3/30/2018 Terminated)South Dakota
Registered Investment Advisory firm - (3/30/2018 Terminated)Wisconsin
Registered Investment Advisory firm - (4/2/2018 Terminated)Loading...
Contact information
Main Address
Fuquay-varina, NC
Mailing Address
Phone number
(612) 965-4286
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (48 States and Territories)
Documents
Red Flags
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