A complete list of active advisors currently associated with Raymond Liao Investment Advisor
Warmer can help you find a great advisor at Raymond Liao Investment Advisor or one who fits your needs even better.
Raymond Liao Investment Advisor is a small state-registered advisory firm that provides customized investment advisory, portfolio management, and comprehensive financial planning services to individuals and high‑net‑worth clients, including international clients. The brochure notes the firm currently reports no assets under management and that it does not participate in wrap fee programs. The firm’s investment approach combines strategic asset allocation with tactical shifts, using Modern Portfolio Theory for risk‑averse allocations and active adjustments across stocks, bonds, ETFs, commodities, and mutual funds while monitoring economic and market conditions. Services are provided on a non‑discretionary basis following client interviews and suitability assessments, and the adviser also offers standalone written financial plans and hourly consulting in addition to AUM‑based portfolio management. Distinctive features disclosed in the brochure include the principal’s licensed outside practices: ownership of an affiliated accounting firm (CPA services) and licenses as an insurance agent, real estate agent, and mortgage loan originator, through which the adviser may receive fee or commission compensation. The combination of these affiliated professional services, the availability of hourly planning fees, and the firm’s reported zero AUM and non‑discretionary management are atypical for firms categorized primarily as investment managers.
To learn more about the advisors currently working at Raymond Liao Investment Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arcadia, CA
| 5
|
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