Nicolas Paul, renaud Vieville
Investment adviser representative at Morling Financial Advisors, LLC
10 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
10 years in the industry.
- Morling Financial Advisors, LLCFeb 2024 to now
- UnemployedJul 2023 to Feb 2024
- Performant ManufacturingJan 2022 to Jul 2023
- UnemployedApr 2021 to Jan 2022
- Universite LavalJul 2019 to Apr 2021
- General MillsFeb 2019 to Jul 2019
- Toulouse Business SchoolDec 2018 to Feb 2019
- Overseas Food TradingAug 2018 to Dec 2018
- Toulouse Business SchoolSep 2017 to Aug 2018
- Stockholms UniversitetAug 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7997117
- Firm CRD
- 111819