Qing Selby
Professional summary
Qing Selby, CFP®, who also goes by Lucy Selby, Qing Zhao, is a registered financial advisor currently at RELYON FINANCIAL ADVISORS, LLC located in San Antonio, Texas.
Qing is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Qing has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Qing Selby's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
August 13, 2015 - Present
RELYON FINANCIAL ADVISORS, LLC
Office #1: 12951 Huebner Rd Ste 780322, San Antonio, TX 78230June 25, 2014 - June 4, 2015
WORTHPOINTE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/13/2015)
Current Firm
RELYON FINANCIAL ADVISORS, LLC
CRD#: 269934 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 23,000,000 |
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.
