Xin Weng (CRD# 7493126) is an Investment Advisor Representative working at Brokers Financial in Urbandale, IA and has over 2 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services | Frisco, TX | May 2023 - Current | 1 |
| World Financial Group, Inc. | Plano, TX | Sep 2021 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Plano, TX | Jan 2022 - May 2023 | 1 |
| Unemployed | Frisco, TX | Aug 2021 - Sep 2021 | < 1 |
| Emerson Electric | Ferguson, MO | Jun 2004 - Jul 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- TX
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Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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