Wen-liang Huang (CRD# 5808991) is an Investment Advisor Representative working at Zion Financial Planning, LLC in Bellevue, WA and has over 13 years of experience in the finance industry. Wen-liang 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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zion Financial Planning, LLC | Bellevue, WA | Jun 2017 - Current | 6 |
| Securian Financial Services, Inc. | St. Paul, MN | Sep 2016 - Jul 2017 | < 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Sep 2016 - Jul 2017 | < 1 |
| Eagle Strategies LLC | Bellevue, WA | Aug 2016 - Sep 2016 | < 1 |
| Nylife Securities LLC | Bellevue, WA | Jul 2016 - Sep 2016 | < 1 |
| Waddell & Reed, Inc. | Bellevue, WA | Dec 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2011 |
- TX
- WA
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Total Assets Under Management7MILLIONS
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Total Number of Accounts90ACCOUNTS
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Average Account Value$75,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
TX, WA
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