Ou XuCRD Number: 5651117
Current Firm: Transamerica Financial Advisors, Inc.
Ou Xu (CRD# 5651117) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Piscataway, NJ and has over 13 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Transamerica Financial Advisors, Inc.||Piscataway, NJ||Jan 2012 - Current||10|
|Wfg||Piscataway, NJ||Jan 2007 - Current||15|
|Ernst Young LLP||Secaucus, NJ||Nov 2006 - Current||16|
|Weichert Realtors||Morris Plains, NJ||Jun 2006 - Current||16|
|Microexpress LLC||Parsippany, NJ||Jan 2002 - Current||20|
|Century 200 Group, LLC||Piscataway, NJ||Jan 2013 - Sep 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Aug 2017|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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