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Stanley Liu

1 Year of Experience
Baltimore, MD

Stanley Liu is a registered investment advisor at Docempowered, LLC, based in Baltimore, MD, with 1 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

DocEmpowered does not manage investments, so there are no investment management fees.

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Location

3030 Greenmount Ave, Ste 300 Pmb 233778, Baltimore, MD, 21218

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stanley works as a part-time, non-invasive cardiologist, dedicating about half of his time to this activity. This may create a potential conflict of interest, though it is considered minimal.

Employment History
Current Registrations
Docempowered, LLC
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
MD
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.