Cetera Investment Advisers
36yrs
Top advisor by experience in Monterey Park
2yrs
Yuran Liu
Financial advisor at Merrill
Yuran Liu is a fiduciary financial advisor in Monterey Park, California, with 2 years in the industry. Yuran joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 17 advisors with offices in Monterey Park, and one of 16 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office300 N Atlantic Blvd, Monterey Park, CA 91754
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2024 – nowMerrillCurrent firm
Contact Yuran
(800) 637-7455Firm headquarters in New York, NY. Ask for Yuran. 300 N Atlantic BlvdMonterey Park, CA 91754Office · Get directions
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Questions to ask Yuran
Tailored to Yuran’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Yuran
How do I contact Yuran?
Call Merrill at (800) 637-7455 and ask for Yuran Liu. Yuran works from the Monterey Park, CA office.
How long has Yuran been a financial advisor?
Yuran has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Yuran hold?
Series 66. Tap any license on this page to see what it allows.
Is Yuran a fiduciary?
Yuran is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yuran paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Yuran for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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