Keh-shiou K. Leu
Professional summary
Keh-shiou Kirk Leu, who also goes by Keh-shiou K. Leu, Keh-shiou Leu, is a registered financial advisor currently at INSIDEOUT WEALTH STRATEGIES, LLC located in Cupertino, California.
Keh-shiou is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Keh-shiou has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keh-shiou Kirk Leu's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2018 - Present
INSIDEOUT WEALTH STRATEGIES, LLC
July 20, 2006 - January 19, 2018
LPL FINANCIAL LLC
July 20, 2006 - January 19, 2018
LPL FINANCIAL LLC
June 20, 2005 - July 21, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 20, 2004 - July 21, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 1, 2004 - May 3, 2004
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/19/2018)
Exams
Current Firm
INSIDEOUT WEALTH STRATEGIES, LLC
CRD#: 290389 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 53,462,000 |
Red Flags
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