Yingqi Linghu
Yingqi Linghu is a registered investment advisor at Ip Financial Advisory Services LLC, based in Irvine, CA, with 7 years of industry experience. Yingqi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yingqi is an independent insurance agent with Grand Prospects Financial & Insurance Services since 2018, and also works as an insurance agent for BGA Insurance Group. Yingqi also works as a Registered Representative with Fortune Securities, a Registered Investment Advisor Rep with Castle Group Investment Counsel, and is the CEO of Exeter Energy Inc, dedicating a significant amount of time to each role, and focuses on insurance, annuity, and index insurance products.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Castle Group Investment Counsel, INC.
Fortune Securities, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.