Xiao Song GuiCRD Number: 7085972
Current Firm: Gerber Kawasaki Wealth & Investment Management
Xiao Song Gui (CRD# 7085972) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Gerber Kawasaki Wealth & Investment Management||Santa Monica, CA||Mar 2019 - Current||< 1|
|Gerber Kawasaki Wealth & Investment Management||Santa Monica, CA||Sep 2018 - Current||< 1|
|California State University, Northridge||Northridge, CA||Sep 2013 - Aug 2018||4|
|University High School||Los Angeles, CA||Sep 2009 - Jun 2013||3|
|Emerson Middle School||Los Angeles, CA||Sep 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management778MILLIONS
Total Number of Accounts13,767ACCOUNTS
Average Account Value$56,530
- 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)
AZ, CA, CO, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA
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