Han Xue (CRD# 7152742) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Boston, MA and has over 2 years of experience in the finance industry. Han Xue 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.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | Boston, MA | Jun 2022 - Current | 1 |
| Gerloftin Wealth Advisors, LLC | Johns Creek, GA | Dec 2021 - Apr 2022 | < 1 |
| Tembion Capital Management, LLC | Santa Fe, NM | Jul 2020 - Oct 2021 | 1 |
| Unemployed | Duluth, GA | Jan 2020 - Jun 2020 | < 1 |
| Ameriprise Financial Services, Inc. | Seattle, WA | Jul 2019 - Dec 2019 | < 1 |
| Texas Tech University-grad School | Lubbock, TX | Apr 2018 - Jun 2019 | 1 |
| U.s Army | New York City, NY | Mar 2014 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- GA
- TX
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Total Assets Under Management1MILLIONS
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Total Number of Accounts133ACCOUNTS
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Average Account Value$4,124
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA
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