Ming Hu, financial advisor Oklahoma City OK
93 score

Ming Hu

CRD Number: 3150576
Current Firm: Wilbanks Securities Advisory

Ming Hu (CRD# 3150576) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Oklahoma City, OK and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Wilbanks Securities, Inc. Oklahoma City, OK Jan 2010 - Current 6
Wilbanks Securities Advisory Oklahoma City, OK Jan 2010 - Current 6
Edward Jones St Louis, MO Mar 2009 - Jan 2010 < 1
City Hall Financial Charlotte, NC May 2008 - Mar 2009 < 1
Harbour Investments, Inc. Madison, WI Nov 2007 - May 2008 < 1
Linsco Private Ledger Corp. Charlotte, NC Aug 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Ming Hu
Phone Number: 405-842-0202
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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