Wen-liang HuangCRD Number: 5808991
Current Firm: Zion Financial Planning, LLC
Wen-liang Huang (CRD# 5808991) is an Investment Advisor Representative working at Zion Financial Planning, LLC in Bellevue, WA and has over 9 years of experience in the finance industry. Wen-liang Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brighton Jones LLC
|Zion Financial Planning, LLC||Redmond, WA||Jun 2017 - Current||2|
|Securian Financial Services, Inc.||St. Paul, MN||Sep 2016 - Jul 2017||< 1|
|Minnesota Life Insurance Company||St. Paul, MN||Sep 2016 - Jul 2017||< 1|
|Eagle Strategies LLC||Bellevue, WA||Aug 2016 - Sep 2016||< 1|
|Nylife Securities LLC||Bellevue, WA||Jul 2016 - Sep 2016||< 1|
|Waddell & Reed, Inc.||Bellevue, WA||Dec 2013 - Jun 2016||2|
|Transamerica Financial Advisors, Inc.||Bellevue, WA||Feb 2013 - Dec 2013||< 1|
|World Financial Group, Inc.||Bellevue, WA||Jan 2013 - Dec 2013||< 1|
|The Boeing Company||Seattle, WA||Aug 2001 - Nov 2013||12|
|Mml Investors Services Inc.||Seattle, WA||Jul 2010 - Dec 2012||2|
|Massmutual Life Insurance Company||Seattle, WA||Jun 2010 - Dec 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management7MILLIONS
Total Number of Accounts80ACCOUNTS
Average Account Value$87,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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