Ka ki Kenneth Leung
Investment adviser representative at Beyond Financial Services
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$176.7MFirm assets
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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
Experience
22 years in the industry.
- Raymond James Financial Services, IncAug 2010 to now
- Beyond Financial ServicesJan 2004 to now
- Millar Financial GroupOct 2016 to Jan 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Beyond Financial Services
$176.7MAssets managed
115Clients
1Advisers
9 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
- 5294353
- Firm CRD
- 286350