Han
Xue
Origin Investment Advisory LLC
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About this Advisor
Han Xue is a financial advisor based in Boston, Massachusetts, working with Origin Investment Advisory LLC. Han has previously held positions at Ameriprise Financial Services, Inc, U.S Army, Texas Tech University-Grad School, Gerloftin Wealth Advisors, LLC, Tembion Capital Management, LLC, and Origin Financial. Han has passed the Series 63 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Han is part of Origin Investment Advisory LLC, which operates out of Boston, Massachusetts. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Han Xue Work History
Origin Financial
Gerloftin Wealth Advisors, LLC
Tembion Capital Management, LLC
Ameriprise Financial Services, Inc
Texas Tech University-Grad School
U.S Army
Disclosures
Please visit the SEC profile of Han Xue 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 Origin Investment Advisory LLC
Boston, MA
Charleston, SC
Boston, MA
Burleson, TX
Fort Worth, TX
Boston, MA
Boston, MA
Austin, TX
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