Aaqib Anwar (CRD# 7341488) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Pudong, Shanghai, and has over 3 years of experience in the finance industry.
CRD# 62280
Ic Advisory Services, Inc.
CRD# 5733820
Donalies Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Shanghai, | Feb 2021 - Current | 3 |
| Renascence & Partners LLC | Shanghai, | Jan 2018 - Current | 6 |
| C&j Renascence Shanghai Company Ltd Dba Renascence Capital | Shanghai, | May 2017 - Current | 6 |
| Rgi Finance | Shanghai, | Nov 2016 - Jan 2018 | 1 |
| St James´ Place Wealth Management | Shanghai, | Jun 2016 - Oct 2016 | < 1 |
| Independent Financial Advisory | Shanghai, | Mar 2015 - May 2016 | 1 |
| China British Business Council | Shanghai, | Aug 2014 - Feb 2015 | < 1 |
| Education | Loughborough, | Jan 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- TX
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
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