Fan Feng
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Liberty One Wealth AdvisorsSep 2021 to now
- Bank of America, N.A.Jan 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Sep 2021
- Citizens Securities, IncDec 2017 to Dec 2018
- Citizens BankNov 2017 to Dec 2018
- Chubb InsuranceMar 2017 to Sep 2017
- Gilbane Building CompanyJan 2017 to Mar 2017
- Drexel UniversitySep 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Liberty One Wealth Advisors
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6890180
- 315675