Chung Lieu (CRD# 2005665) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Watkinsville, GA and has over 26 years of experience in the finance industry.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benjamin F. Edwards & Company | Watkinsville, GA | Oct 2017 - Current | 6 |
| J.j.b. Hilliard, W.l. Lyons, LLC | Watkinsville, GA | Jun 2008 - Oct 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
- GA
-
Total Assets Under Management13,158MILLIONS
-
Total Number of Accounts44,978ACCOUNTS
-
Average Account Value$292,552
- 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)
- Educational seminars/workshops
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
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