Ching-kai Fei (CRD# 4526874) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 19 years of experience in the finance industry. Ching-kai Fei 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Reston, VA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Reston, VA | Jun 2022 - Jan 2024 | 1 |
| Ez Federal Benefits Education | Silver Spring, MD | Mar 2019 - Jun 2022 | 3 |
| Federal Employee Benefit Advocates, LLC | Parker, CO | Jan 2019 - Jun 2022 | 3 |
| Raymond James Financial Services Advisors Inc. | Rockville, MD | Mar 2018 - Jun 2022 | 4 |
| Raymond James Financial Services | Rockville, MD | Dec 2017 - Jun 2022 | 4 |
| Lee Sipe And Associates | Rockville, MD | Dec 2017 - Jun 2022 | 4 |
| Ubreakifix | Rockville, MD | Aug 2018 - Jul 2021 | 2 |
| Profeds/fedimpact | Foxlake, IL | Jul 2018 - Mar 2019 | < 1 |
| Charles Schwab & Company, Inc. | Gaithersburg, MD | Apr 2016 - Dec 2017 | 1 |
| Usaa Financial Planning Services | Bethesda, MD | Nov 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- MD
- VA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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