Mamie Liu, financial advisor Potomac MD
93 score

Mamie Liu

CRD Number: 5285060
Current Firm: Lpl Financial LLC

Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Lpl Financial LLC in Potomac, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Gaithersburg, MD Jul 2010 - Current 6
Benefit Mall Dallas, TX Aug 2009 - Current 7
New Wave Enterprises Potomac, MD Feb 1994 - Current 22
Wgs Gaithersburg, MD Feb 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: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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