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QH

Qing S. Huang

Some features on this profile are disabled
CRD#: 5415244
QH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Qing Song Huang was a registered financial professional .

Qing is a previously registered financial professional and started their career in finance in 2007. Qing had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Boulder Accounting Service~'IR'~10339 Garvey Ave~El Monte~CA~91733~Accounting Services/Tax Preparation~Owner~1/1/2015~117hrs~97hrs~I oversee the company's operation including marketing new clients and maintaining exiting clients. As well as managing staffs for the company. I prepare individual and business tax return during the tax filing season. And I help business client to prepare the financial statements on monthly or quarterly basis.|Qing Song Huang~'NIR'~556 Las Tunas Dr # 101~Arcadia~CA~91007~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~12/1/2018~20hrs~10hrs~I arranges real estate transactions, putting buyers and sellers together and acting as their representative in negotiations. work for the buyer search for available properties that match the buyer�??s price range and wish list. I often look at past sales data on comparable properties to help prospective buyers come up with a fair bid.|Boulder Consulting Service~'NIR'~3425 BELCROFT AVE~EL MONTE~CA~91732~Other~Owner~6/1/2014~1hrs~1hrs~Not currently conducting any business now. If the business is up and running, i will help client incorporate the business in the U.S, and obtain the tax ID number from the IRS. and to connect the client to the bankers for banking service.|Boulder Financial Services~'NIR'~3425 BELCROFT AVE~EL MONTE~CA~91732~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~3/1/2015~1hrs~1hrs~NOT CURRENTLY ENGAGE IN ANY BUSINESS ACTIVITIES. If the business is up and running, I will be the person to identify potential property and to purchase the property. Hire contractor for the improvement and to list it on the market to sell it.|Boulder Insurance Services~'NIR'~10339 Garvey Ave~El Monte~CA~91733~Insurance Agent~Owner~12/23/2016~20hrs~20hrs~I provide new quotes to existing clients when their policies are expiring, or to new clients to compare to the quote they got form other company. On daily basis, I got requests from our client that I will need to provide the Evidence of Insurance or to change their exiting mortgagee on the existing policies. I will only be selling life insurance through Avantax.|Boulder Group Inc~'NIR'~10339 Garvey Ave~El Monte~CA~91733~Other~Other~2/21/2019~1hrs~1hrs~I will review any letters received and will send the correspondents to the clients.|HD Vest Insurance Agency, LLC~'IR'~3200 Olympus Blvd~Coppell~TX~75019~Equity Indexed Annuity~Agent~12/1/2020~20hrs~20hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL).|

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 22, 2020 - December 1, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
El Monte, CA
Past

December 22, 2020 - December 1, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
El Monte, CA
Past

March 6, 2019 - September 14, 2020

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
EL MONTE, CA
Past

February 25, 2019 - September 14, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EL MONTE, CA
Past

October 5, 2018 - November 17, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MONTEREY PARK, CA
Past

October 5, 2018 - November 17, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MONTEREY PARK, CA
Past

January 21, 2014 - May 15, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SCHAUMBURG, IL
Past

February 12, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
RANCHO CUCAMONGA, CA
Past

February 12, 2013 - May 15, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
SOUTH PASADENA, CA
Past

July 3, 2012 - February 6, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
S. PASADENA, CA
Past

July 3, 2012 - February 6, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
S. PASADENA, CA
Past

December 13, 2010 - May 22, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MONTEBELLO, CA
Past

December 9, 2010 - May 22, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MONTEBELLO, CA
Past

March 6, 2009 - November 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ARCADIA, CA
Past

December 11, 2007 - December 8, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GLENDALE, CA
Past

October 26, 2007 - December 8, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GLENDALE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/25/2007
General Securities Representative Examination

Current Firm

AA
AVANTAX ADVISORY SERVICES
1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

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Contact information

Main Address
3200 Olympus Blvd Suite 100, Dallas, TX 75019
Mailing Address
Phone number
(972) 870-6000
Established
Firm type
Fiscal year end
# of Employees
2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)
AAS ADV PART 2A APPENDIX WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts140,306
AUM (Assets Under Management)$ 46,109,939,749

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024
Cover Page
Report
11/28/2023
Cover Page
Report
12/16/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVANTAX ADVISORY SERVICES

CRD#: 104556

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