Peter Wing ching Ling
Investment adviser representative at Morling Financial Advisors, LLC
41 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Systems Integration SolutionsJan 2008 to now
- Morling Financial Advisors, LLCDec 1999 to now
- Commerce Solutions Inc.Jun 1997 to now
- Morling & CompanyDec 1985 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morling Financial Advisors, LLC
$1BAssets managed
349Clients
17Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1797371
- Firm CRD
- 111819