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Susan C
Series 63, Series 65
Brea, CA
Equitable Advisors
Susan Chung is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2005. Outside of her advisory role, she volunteers with the VITA Program through the Good Hands Foundation under OC United Way and works as a tax preparer specializing in business tax preparation with Alleviate Tax. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans through credentialed Investment Adviser Representatives.
Richard F
Series 63, Series 65
Brea, CA
Equitable Advisors
Richard Felling Jr. is a financial advisor with Equitable Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside his advisory role, he provides tax and accounting services through his CPA practice and serves as co-trustee and successor trustee of family trusts. Equitable Advisors serves a wide range of clients including individuals, plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on customized solutions delivered via multiple investment products and fiduciary services.
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