Jack Liu, financial advisor Gardnerville NV

Jack Liu

CRD Number: 2437713
Current Firm: Options Best Financial

Jack Liu (CRD# 2437713) is an Investment Advisor Representative working at Options Best Financial in Gardnerville, NV and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Options Best Financial Chino, CA Mar 2019 - Current 5
Gps Capital Management City Of Industry, CA Feb 2014 - Dec 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for Jack X. Liu
Phone Number: 848-248-1866
Registered State(s):
  • NV
Current Firm Details
Options Best Financial
Firm's CRD Number: 301027
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,333,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NV

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