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Kevin Ray Redila

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.

  1. Morling Financial Advisors, LLCMay 2024 to now
  2. UnemployedDec 2023 to May 2024
  3. Chabot CollegeMar 2023 to Dec 2023
  4. UnemployedDec 2022 to Mar 2023
  5. Fremont BankJan 2021 to Dec 2022
  6. Fremont BankJul 2016 to Dec 2020

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
8189167
Firm CRD
111819
Advisor's SEC record (opens in a new tab)
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