Le Xiong (CRD# 7406433) is an Investment Advisor Representative working at Newedge Advisors in Tequesta, FL and has over 2 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Newedge Advisors, LLC | New Orleans, LA | May 2022 - Current | 2 |
Lpl Financial LLC | Tequesta, FL | Nov 2021 - Current | 2 |
Ameriprise Financial Service, LLC | Charlotte, NC | Jun 2021 - Nov 2021 | < 1 |
Queens University Of Charlotte | Charlotte, NC | Sep 2018 - Jun 2021 | 2 |
Queens University Residence Life / Center For Student Success | Charlotte, NC | Aug 2019 - May 2021 | 1 |
Siemens | Charlotte, NC | Jun 2019 - Sep 2020 | 1 |
Michigan Technological University | Houghton, MI | Sep 2017 - Sep 2018 | 1 |
Lehu Sport Management | Dongguan, | May 2017 - Aug 2018 | 1 |
Mouratoglou Academy | Nice, | Sep 2013 - Sep 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- 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)
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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