Fang HuangCRD Number: 2979581
Current Firm: Echo Wealth Management, LLC
Fang Huang (CRD# 2979581) is an Investment Advisor Representative working at Echo Wealth Management, LLC in Plymouth, MN and has over 15 years of experience in the finance industry. Fang Huang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Echo Wealth Management, LLC||Plymouth, MN||Mar 2015 - Current||1|
|The Advocate Group LLC||Minnetonka, MN||Apr 2011 - Feb 2015||3|
|Tag Financial Services, Inc. (formerly The Advocate Group, Inc.)||Plymouth, MN||Nov 2005 - Feb 2015||9|
|Lpl Financial, LLC||Minnetonka, MN||Feb 2003 - Feb 2015||12|
|The Advocate Group, Inc.||Minnetonka, MN||Oct 2005 - Apr 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Apr 2001|
Total Assets Under Management44MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$219,878
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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