Shih Hua
Liu
Fiscal Wisdom Wealth Management LLC
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About this Advisor
Shih Hua Liu is a financial advisor based in Cupertino, California, working with Fiscal Wisdom Wealth Management LLC. Shih Hua Liu has previously held positions at Lpl Financial, LLC, Woodbury Financial Services, Inc, Portsmouth-Smartlife Financial Group, LLC, and Portsmouth Financial Services, Inc. Shih Hua Liu has passed the Series 66 regulatory exam and is registered to provide services in California, Texas, and Washington. Currently, Shih Hua Liu is part of Fiscal Wisdom Wealth Management LLC, which operates out of Cupertino, California. The firm has 10 offices and 22 employees. The firm manages assets totaling $213.8 million and offers services including financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Fiscal Wisdom Wealth Management LLC includes asset-based, hourly, and other fees.
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Fiscal Wisdom Wealth Management LLC Brokerage Details
$213,793,318
22
2,064
$103,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Shih Hua Liu Work History
Portsmouth-Smartlife Financial Group, LLC
Portsmouth Financial Services, Inc
Woodbury Financial Services, Inc
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Shih Hua Liu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiscal Wisdom Wealth Management LLC
Canton, CT
Thomaston, CT
Canton, CT
Canton, CT
Cupertino, CA
Canton, CT
Bremerton, WA
Canton, CT
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