Wenjia Liu, financial advisor Venice FL
93 score

Wenjia Liu

CRD Number: 6057806
Current Firm: Ned Davis Research Group

Wenjia Liu (CRD# 6057806) is an Investment Advisor Representative working at Ned Davis Research Group in Venice, FL and has over 4 years of experience in the finance industry.

Similar Advisors
Thomas Roberts, financial advisor Venice FL
Thomas F. Roberts
CRD# 5096826
A New Approach Financial Planning
Score
103
Similar Advisors
Carolyn Howard, financial advisor Venice FL
Carolyn B. Howard
CRD# 2391466
Seacure Advisors LLC
Score
101
Similar Advisors
Derek Williams, financial advisor Venice FL
Derek R. Williams
CRD# 4202594
Williams Wealth Management Group, Inc.
Score
101
Professional Designations
Company Name Location Dates Years
Ned Davis Research, Inc. Venice, FL Nov 2010 - Current 6
Carnegie Mellon University Pittsburgh, PA May 2008 - Nov 2010 2
Boston Common Asset Management Boston, MA May 2009 - Aug 2009 < 1
American International Assurance Company Beijing, Jul 2007 - May 2008 < 1
Peking University Beijing, Sep 2003 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Wenjia Liu
Phone Number: 941-412-2300
Firm Website: http://www.ndr.com
Registered State(s):
  • FL
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)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Other
Types of Clients
Registered States

CA, FL, GA, MA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.