Chang Liu, financial advisor San Mateo CA
88 score

Chang Liu

CRD Number: 6259309
Current Firm: Axa Advisors, LLC

Chang Liu (CRD# 6259309) is an Investment Advisor Representative working at Axa Advisors, LLC in San Mateo, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors LLC New York, NY Jun 2014 - Current 2
Axa Equitable New York, NY Feb 2014 - Current 2
Axa Equitable New York, NY Oct 2013 - Jan 2014 < 1
Unemployed Hillsborough, CA Jun 2013 - Oct 2013 < 1
Sds Communication Burlingame, CA Apr 2013 - May 2013 < 1
Unemployed Hillsborough, CA Jan 2013 - Mar 2013 < 1
University Of Waterloo Waterloo, Sep 2009 - Dec 2012 3
Columbia International College Hamilton, Oct 2007 - Aug 2009 1
Zhixin High School Guangzhou, Sep 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Chang Liu
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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