Xiaoxia Wang (CRD# 7170242) is an Investment Advisor Representative working at Advice And Planning Services in Sanger, TX and has over 3 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Sanger, TX | Nov 2023 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Sanger, TX | Nov 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Southlake, TX | Jan 2023 - Dec 2023 | < 1 |
| Td Ameritrade, Inc. | Southlake, TX | Sep 2019 - Dec 2023 | 4 |
| The University Of Texas At Dallas | Richardson, TX | Aug 2018 - May 2020 | 1 |
| Td Ameritrade | Southlake, TX | Sep 2019 - Apr 2020 | < 1 |
| Addison Treehouse | Addison, TX | Aug 2018 - Nov 2018 | < 1 |
| Homemaker | Wichita, KS | Jan 2017 - Jul 2018 | 1 |
| Wichita State University | Wichita, KS | Aug 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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