Xinyu Liu is a registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 2 years of industry experience. Xinyu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
450 Independence Pkwy, Suite 100, Plano, TX, 75075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Xinyu works as a Financial Service Assistant at Paxel Consulting LLC, a firm specializing in international tax law and holistic financial planning. This role, which involves preparing advertising materials, contacting clients, and processing paperwork, takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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