Xiaoxiao Bi, financial advisor Santa Monica CA

Xiaoxiao Bi

CRD Number: 5868168
Current Firm: Gerber Kawasaki Wealth & Investment Management

Xiaoxiao Bi (CRD# 5868168) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Bridge Advisory LLC
Similar Advisors
Michael Aaron, financial advisor Santa Monica CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Similar Advisors
Blair Aaronson, financial advisor Santa Monica CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Company Name Location Dates Years
Gerber Kawasaki Wealth & Investment Management Santa Monica, CA Jul 2019 - Current 1
Wheeler And Bi LLP Santa Monica, CA Nov 2017 - Current 3
Lpl Financial LLC Sherman Oaks, CA Nov 2017 - Jun 2019 1
Dennis F. Rose & Assoc Sherman Oaks, CA Jan 2000 - Dec 2018 18
National Planning Corp0oration Sherman Oaks, CA May 2013 - Nov 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Xiaoxiao Bi
Phone Number: 310-399-6397
Firm Website: http://getinvested.me
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,807
    MILLIONS
  • Total Number of Accounts
    17,492
    ACCOUNTS
  • Average Account Value
    $103,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.