Xinhong Liu
Professional summary
Xinhong Liu, CFP®, who also goes by Cindy Liu, is a registered financial advisor currently at FINANCIAL PLANNING, ASSET MANAGEMENT located in Champaign, Illinois.
Xinhong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Xinhong has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Xinhong Liu's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
February 19, 2020 - Present
FINANCIAL PLANNING, ASSET MANAGEMENT
January 24, 2017 - July 23, 2019
COZAD ASSET MANAGEMENT INC
July 27, 2016 - July 30, 2019
M HOLDINGS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2020)
Exams
Current Firm
FINANCIAL PLANNING, ASSET MANAGEMENT
CRD#: 306513 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,556,790 |
Red Flags
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