Xerxes Lawingco Nabong
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
3 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Greenwich Partners, LLCMar 2019 to now
- Pxp LLCApr 2018 to now
- United Planners' Financial Services of America A Limited PartnerJan 2016 to now
- United Planners' Financial ServicesJan 2016 to now
- Xerxes L. NabongJun 2005 to now
- Self - Rental PropertySep 2023 to Dec 2024
- Escape Room Virginia PeninsulaNov 2016 to Mar 2022
- Escape Room Virginia Beach, LLCApr 2015 to Feb 2022
- PersonalFeb 2014 to Jul 2024
- Virginia Beach Rental PropertyFeb 2014 to Jul 2023
- Yelp Inc.Jan 2012 to Oct 2018
- Virginia Financial PlanningJun 2011 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CT, TX, VA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4942634
- Firm CRD
- 20804