Haixia Cheng
Investment adviser representative at Independent Financial Group, LLC
19 yearsExperience
1 stateRegistered in
$12.9BFirm assets
22 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 feeCommissionsPerformance-based
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.
- Independent Financial Group, LLCMay 2026 to now
- Haixia ChengFeb 2023 to May 2026
- Yongan Guofu Asset Management CoMay 2020 to Jan 2023
- Mba Candidate of UicDec 2019 to Apr 2020
- Nanhua Fund Management Co.Aug 2018 to Nov 2019
- China Securities Co.Dec 2017 to Jul 2018
- China Asset Management Co.Oct 2007 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 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
- 8263644
- Firm CRD
- 7717