林富文投資理財顧問 - Brea
- 聯系電話：
- (714) 256-5484
- 營業時間：
- 詳細地址：
- 1 Pointe Dr., #140, Brea, CA 92821
- 查看地圖
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個人財務規劃、專業人士、公司及非營利組織理財服務
Evan Ling was born in Taiwan and earned a Ph.D. in Metallurgy from Georgia Tech. While he started off in engineering, he found his passion in stock investments, and began his career at Merrill Lynch in 1988. He served as Resident Manager of the Merrill Lynch City of Industry office in the mid 1990s, the firm's first office of its kind that focused on serving Asian American and International clientele. He returned to focus primarily on serving clients in the early 2000s. He joined UBS in 2015.
Evan's experience, knowledge, and leadership skills led him to form the Ling Group with his son in 2003. He oversees the team’s operation, and sets the strategic focus and direction. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, as well as model portfolios and strategies.
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林富文投資理財顧問/UBS FINANCIAL SERVICES- EVAN LING 專精於證券經紀。林富文投資理財顧問/UBS FINANCIAL SERVICES- EVAN LING 的辦公地址在1 Pointe Dr., #140, Brea, CA, 92821,公司電話是(714) 256-5484,公司營業時間 他們的網站是financialservicesinc.ubs.com/team/ling。該商家的關鍵詞包含：瑞銀集團 股票 證券
