Mamie Liu, financial advisor Potomac MD
96 score

Mamie Liu

CRD Number: 5285060
Current Firm: Advocate Investing Services

Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Advocate Investing Services in Potomac, MD and has over 10 years of experience in the finance industry. Mamie Liu 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.

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Professional Designations
Company Name Location Dates Years
Advocate Investing Services Mount Airy, MD Aug 2016 - Current 1
Lpl Financial LLC Gaithersburg, MD Jul 2010 - Current 7
Benefit Mall Dallas, TX Aug 2009 - Sep 2010 1
New Wave Enterprises Potomac, MD Feb 1994 - Sep 2010 16
World Group Securities, Inc. Gaithersburg, MD Mar 2007 - Jul 2010 3
Wfg Gaithersburg, MD Nov 2006 - Jul 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Mamie Y. Liu
Phone Number: 240-403-0039
Registered State(s):
  • FL
  • VA
  • MD
Current Firm Details
Advocate Investing Services
Firm's CRD Number: 273035
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


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

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