Qingyi Mark Liang, financial advisor Plano TX
90 score

Qingyi Mark Liang

CRD Number: 5510417
Current Firm: Cetera Investment Advisers LLC

Qingyi Mark Liang (CRD# 5510417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plano, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Plano, TX Oct 2015 - Current 1
East West Bank Plano, TX Oct 2015 - Current 1
Cetera Investment Services LLC St Cloud, MN Oct 2015 - Current 1
Wells Fargo Advisors, LLC Addison, TX Dec 2013 - Oct 2015 1
J.p. Morgan Securities LLC Richardson, TX Oct 2012 - Dec 2013 1
Chase Investment Services Corp Richardson, TX Jun 2011 - Oct 2012 1
Yarbrough Insurance Group Dallas, TX Jan 2010 - May 2011 1
Massmutual Life Insurance Company Addison, TX Jul 2008 - Jan 2010 1
Mml Investor Services Inc. Addison, TX Jul 2008 - Jan 2010 1
Midwest Consulting Group Irving, TX Apr 2008 - Jul 2008 < 1
Cmb Trade Group Dallas, TX Jan 2008 - Apr 2008 < 1
Unemployed Plano, TX Jun 2007 - Dec 2007 < 1
Citigroup Irving, TX Aug 2000 - Jun 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Qingyi Mark Liang
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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