Yingqi Linghu
Investment adviser representative at Ip Financial Advisory Services LLC
11 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ip Financial Advisory Services LLCFeb 2021 to now
- Ip Financial Services, LLCFeb 2021 to now
- Innovation Partners LLCJan 2021 to now
- Grand Prospects Financial & Insurance ServicesAug 2018 to now
- Castle Group Investment Counsel, Inc.Jul 2020 to Dec 2020
- Fortune Securities IncMar 2019 to Dec 2020
- Transamerica Financial Advisors, IncAug 2017 to Aug 2018
- World Financial Group, Inc.Nov 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 6814433
- Firm CRD
- 305772