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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
LPL Financial Form CRS: www.lpl.com/CRS
California Insurance Information:
Christopher Quinley | CA | 7700 Irvine Center Dr., Ste 540, Irvine, CA 92618 | CA Insurance License #0F03182
Michael Liang | CA | 7700 Irvine Center Dr., Ste 540, Irvine, CA 92618 | CA Insurance License #0E21533
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. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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