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Detailed Report
STEPHEN JUNE TING
CRD#: 3091282
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Investment Adviser
GRADIENT ADVISORS, LLCCRD#: 152665 35 N. Lake Ave
Suite 710
Pasadena, CA 91101
Registration History
2017201820192020202120222023202420252026IAGRADIENT ADVISORS, LLC (CRD# 152665)2024 - Present (1 year)IALIFEPRO ASSET MANAGEMENT (CRD# 285252)2019 - 2024 (4 years)IAFOUNDATIONS INVESTMENT ADVISOR... (CRD# 175083)2018 - 2019 (1 year)IAVIRTUE CAPITAL MANAGEMENT, LLC (CRD# 167816)2017 - 2018 (<1 year)
License(s)

State Registrations

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California 3/29/2024
Current Registration(s)
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GRADIENT ADVISORS, LLC (CRD#:152665)
35 N. Lake Ave Suite 710, Pasadena, CA 91101
Registered with this firm since 3/29/2024
Previous Registration(s)
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 11/07/2019 - 04/02/2024 LIFEPRO ASSET MANAGEMENT (CRD#:285252) Pasadena, CA
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 02/09/2018 - 11/21/2019 FOUNDATIONS INVESTMENT ADVISORS LLC (CRD#:175083) PASADENA, CA
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 02/21/2017 - 01/25/2018 VIRTUE CAPITAL MANAGEMENT, LLC (CRD#:167816) pasadena, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.