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Erich Michael Imphong

Investment adviser representative at X Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$228.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. X Advisors, LLCFeb 2025 to now
  2. Independent Financial Group, LLCAug 2016 to now
  3. Plotkin Financial Advisors, LLCAug 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (MD).

X Advisors, LLC

$228.6MAssets managed
659Clients
4Advisers
2 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
5083311
Firm CRD
315838
Advisor's SEC record (opens in a new tab)
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