CS
Claudia H. Song
ALLMERITS ASSET
Buena Park, CA 90621
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CRD#: 7773504
CS
Professional summary
Claudia H Song is a registered financial advisor currently at ALLMERITS ASSET, LLC located in Buena Park, California.
Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Claudia 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.
ALLMERITS FINANCIAL AND INSURANCE SERVICES; INVESTMENT RELATED; SAME OFFICE ADDRESS; INSURANCE AGENT/FIELD MANAGER; START DATE: 09/2020; TIME SPENT; 120 HRS/MTH DURING TRADING HOURS; INSURANCE SALES FOR LIFE AND ANNUITY PRODUCTS.
CRS (Client Relationship Summary) - RIA
Click below to view Claudia H Song'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
June 22, 2023 - Present
ALLMERITS ASSET, LLC
Office #1: 6281 Beach Blvd Suite 116, Buena Park, CA 90621RIA
CRD#: 309523
Buena Park, CA
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(6/22/2023)
Current Firm
AA
ALLMERITS ASSET, LLC
ALLMERITS ASSET, LLC
CRD#: 309523 / SEC#:
California
Registered Investment Advisory firm - (8/31/2020 Approved)Nevada
Registered Investment Advisory firm - (1/4/2024 Approved)New Jersey
Registered Investment Advisory firm - (7/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6281 Beach Blvd Suite 116, Buena Park, CA 90621
Mailing Address
Phone number
(714) 266-0000
Established
Firm type
Fiscal year end
# of Employees
12
Regulatory assets under management
| Total Number of Accounts | 121 |
| AUM (Assets Under Management) | $ 11,162,973 |
Red Flags
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