Yingqi Linghu (CRD# 6814433) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Irvine, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Services, LLC | Charlotte, NC | Feb 2021 - Current | 3 |
| Innovation Partners LLC | Charlotte, NC | Jan 2021 - Current | 3 |
| Grand Prospects Financial & Insurance Services | City Of Industry, CA | Aug 2018 - Current | 5 |
| Castle Group Investment Counsel, Inc. | Arcadia, CA | Jul 2020 - Dec 2020 | < 1 |
| Fortune Securities Inc. | Alhambra, CA | Mar 2019 - Dec 2020 | 1 |
| Transamerica Financial Advisors, Inc. | Laguna Hills, CA | Aug 2017 - Aug 2018 | 1 |
| World Financial Group, Inc. | Laguna Hills, CA | Nov 2015 - Aug 2017 | 1 |
| Valley Crest / Bright View Landscape Company | Irvine, CA | Oct 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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