Qian Wan is a CFA-designated registered investment advisor at Public Resources Advisory Group, based in Oakville, with 4 years of industry experience. Qian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$10,000 - $125,000
Hourly Rate:$50 - $450/hr
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Location
Oakville
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Public Resources Advisory Group
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
August 2020 - December 2021 · 1 yr 4 mos
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.