Neal Paul Quon
Investment adviser representative at Api Financial Advisors, LLC
19 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Api Financial Advisors, LLCJul 2025 to now
- Neal Quon Insurance - Retire DifferentMay 2020 to now
- Next Financial Group IncAug 2007 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 4475467
- Firm CRD
- 304586