Fei Wang, financial advisor Sugar Land TX

Fei Wang

CRD Number: 5899211
Current Firm: Cetera Investment Advisers LLC

Fei Wang (CRD# 5899211) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sugar Land, TX and has over 12 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Regions Bank Sugar Land, TX Dec 2021 - Current 2
Cetera Investment Advisers LLC Sugar Land, TX Dec 2021 - Current 2
Cetera Investment Services LLC Saint Cloud, MN Dec 2021 - Current 2
Pnc Investments Houston, TX Aug 2021 - Nov 2021 < 1
Bbva Wealth Solutions, Inc. Bellaire, TX Apr 2018 - Aug 2021 3
Bbva Securities Inc. Bellaire, TX Feb 2018 - Aug 2021 3
Compass Bank Birmingham, AL Feb 2018 - Aug 2021 3
Bbva Compass Insurance Agency Inc. Austin, TX Feb 2018 - Aug 2021 3
Marketsource Houston, TX Dec 2017 - Apr 2018 < 1
Unemployed Albuquerque, NM Oct 2016 - Dec 2017 1
Wells Fargo Advisors Rio Rancho, NM Apr 2011 - Oct 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Fei Y. Wang
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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