Wen-liang Huang
Professional summary
Wen-liang Huang, CFP®, ChFC®, CLU®, who also goes by Wen-liang Huang, is a registered financial advisor currently at ZION FINANCIAL PLANNING, LLC located in Bellevue, Washington.
Wen-liang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Wen-liang has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wen-liang Huang's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
July 17, 2017 - Present
ZION FINANCIAL PLANNING, LLC
October 6, 2016 - July 18, 2017
SECURIAN FINANCIAL SERVICES, INC.
September 15, 2016 - July 18, 2017
SECURIAN FINANCIAL SERVICES, INC.
August 3, 2016 - September 6, 2016
EAGLE STRATEGIES LLC
July 12, 2016 - September 6, 2016
NYLIFE SECURITIES LLC
December 13, 2013 - June 21, 2016
WADDELL & REED
December 13, 2013 - June 21, 2016
WADDELL & REED
February 6, 2013 - December 6, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 6, 2013 - December 6, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 23, 2012 - December 17, 2012
MML INVESTORS SERVICES, LLC
October 15, 2010 - December 17, 2012
MML INVESTORS SERVICES, 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
(5/12/2023)
(7/17/2017)
Exams
Current Firm
ZION FINANCIAL PLANNING, LLC
CRD#: 289007 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 7,600,000 |
Red Flags
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