Peiliang Cui, financial advisor Reston VA
96 score

Peiliang Cui

CRD 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 13 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.

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Professional Designations
Company Name Location Dates Years
Cui's Financial Group Inc. Falls Church, VA Aug 2009 - Current 7
H.d. Vest Advisory Services Fairfax, VA Sep 2003 - Current 13
H.d. Vest Investment Services Falls Church, VA Oct 2002 - Current 14
Cuis Consulting Group Fairfax, VA Jan 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
Contact Info for Peiliang Cui
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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