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Professionals associated with Liang & Quinley Wealth Management may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA / SIPC, a registered investment advisor and separate entity for LPL Financial; or (2) solely tax professionals of Liang & Quinley Tax Management, and not affiliated with LPL Financial. Tax accounting and CPA related services offered through Liang & Quinley Tax Management DBA Liang & Quinley Wealth Management. Liang & Quinley Tax Management is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax, accounting or CPA related services.

Investment products and services available only to residents of: AZ, CA, GA, ID, NV, NY, OH, TX, WA, WY

California Insurance Information

Liang & Quinley Wealth Management is licensed to sell insurance products in the states of: AZ, CA, GA, ID, NV, NY, OH, OR, TX, UT, WA, WY

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

^{CRPC conferred by The College for Financial Planning.}

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