Shih Hua LiuCRD Number: 6115449
Current Firm: Woodbury Financial Services, Inc.
Shih Hua Liu (CRD# 6115449) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in San Jose, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Woodbury Financial Services, Inc.||Cupertino, CA||Sep 2015 - Current||1|
|Lpl Financial, LLC||Fremont, CA||Sep 2012 - Sep 2015||3|
|Porta Power Technology Inc.||Cupertino, CA||May 2002 - Aug 2012||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV