Peiliang CuiCRD Number: 4630709
Current Firm: H.d. Vest Advisory Services, Inc.
Peiliang Cui (CRD# 4630709) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Reston, VA and has over 14 years of experience in the finance industry. Peiliang Cui 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Cui's Financial Group Inc.||Falls Church, VA||Aug 2009 - Current||8|
|H.d. Vest Advisory Services||Fairfax, VA||Sep 2003 - Current||14|
|H.d. Vest Investment Services||Falls Church, VA||Oct 2002 - Current||15|
|Cuis Consulting Group||Fairfax, VA||Jan 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY