Yingying
Xu
Gallagher Fiduciary Advisors, LLC
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About this Advisor
Yingying Xu is a financial advisor based in Houston, Texas, working with Gallagher Fiduciary Advisors, LLC. Yingying has previously held positions at Edward Jones, Romp N' Roll China Early Education, Leeco, Lenovo, Triad Advisors, and Gallagher Fiduciary Advisors, LLC. Yingying has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Yingying is part of Gallagher Fiduciary Advisors, LLC, which operates out of Houston, Texas. The firm has 45 offices and 211 employees. The firm manages assets totaling $10.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Gallagher Fiduciary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gallagher Fiduciary Advisors, LLC Brokerage Details
$10,243,478,622
211
4,100
$2,498,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Yingying Xu Work History
Triad Advisors
Gallagher Fiduciary Advisors, LLC
Edward Jones
Romp N' Roll China Early Education
Leeco
Lenovo
Disclosures
Please visit the SEC profile of Yingying Xu 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 Gallagher Fiduciary Advisors, LLC
Charlotte, NC
Dallas, TX
Dallas, TX
Cleveland, OH
Rolling Meadows, IL
Dallas, TX
Boston, MA
Boston, MA
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