Hengfu Hsu (CRD# 5040238) is an Investment Advisor Representative working at Analytic Investment Management LLC in Cupertino, CA and has over 18 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Analytic Investment Management LLC | Cupertino, CA | Apr 2007 - Current | 17 |
| Xunuo Usa Holdings, Inc. | Santa Clara, CA | Jun 2017 - Dec 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- CA
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$580,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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