Joy Liu, financial advisor Sneads Ferry NC

Joy Liu

CRD Number: 7861516
Current Firm: Fg Advisory Services, LLC

Joy Liu (CRD# 7861516) is an Investment Advisor Representative working at Fg Advisory Services, LLC in Sneads Ferry, NC and has 1 year of experience in the finance industry.

Similar Advisors
Perry Aycock, financial advisor Sneads Ferry NC
Perry Aycock
CRD# 6700701
Credit Union Investment Services
Similar Advisors
Christopher Barrett, financial advisor Sneads Ferry NC
Christopher J. Barrett
CRD# 5191257
Bankers Life Advisory Services, Inc.
Similar Advisors
Jessica Batchelor, financial advisor Sneads Ferry NC
Jessica M. Batchelor
CRD# 5267818
First Citizens Investor Services, Inc.
Company Name Location Dates Years
Fg Advisory Services, LLC Briarcliff Manor, NY Jan 2024 - Current < 1
The Financial Gym New York, NY Jul 2017 - Current 6
Freelancer New York, NY Mar 2017 - Jul 2017 < 1
Burns Group New York, NY Apr 2015 - Mar 2017 1
Bbdo New York New York, NY Jan 2014 - Apr 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2024
Contact Info for Joy Z. Liu
Phone Number: 646-609-2225 EXT. 6
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
  • WY
  • VI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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 derived from SEC.gov data covering 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.

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.