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Weili J
Series 66
Plano, TX
Private Advisor Group, LLC
Weili Jiang is a financial advisor at Private Advisor Group, LLC with five years of industry experience and holds the Series 66 designation. Prior to joining Private Advisor Group and LPL Financial, Jiang worked at Avantax Insurance and Cetera firms. Outside of advising, Jiang is involved in accounting services through Lam, Po & Xu CPA's, where they provide tax services and research. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to various advisory programs and third-party asset managers through a large network of investment adviser representatives.
Fang Hsi L
Series 66
Plano, TX
Private Advisor Group, LLC
Fang Hsi Lee is a financial advisor at Private Advisor Group, LLC with three years of industry experience. Lee holds a Series 66 credential and has prior experience with firms including Avantax Investment Services Inc., Cetera, and LPL Financial. Outside of advising, Lee works as a tax accountant and partner at Paxel Consulting LLC, providing tax return preparation, tax and estate planning, and financial statement services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides access to third-party asset managers, turnkey platforms, and a proprietary separately managed account program through a nationwide network of investment adviser representatives.
Jing X
Series 63, Series 65
Plano, TX
Private Advisor Group, LLC
Jing Xu is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Xu has worked at multiple firms including LPL Financial, Cetera, and Avantax, and is also a partner at Lam, Po, & Xu, CPA’s, where he is involved in tax preparation and accounting. Outside of advisory work, Xu manages a family ranch and is involved in family investment partnerships focusing on stock and bond investments. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.
Chin P
Series 63, Series 65
Plano, TX
Private Advisor Group, LLC
Chin Po is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His background includes roles at LPL Financial, Cetera, Avantax, and ownership of Paxel Consulting LLC, where he provides accounting, tax preparation, and business consultation services. He also serves as a director for Eclat, a nonprofit focused on education fundraising, and maintains a longstanding CPA practice with Lam, Po & Xu CPA’s. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and a range of advisory programs.
Xinyu L
Series 66
Plano, TX
Private Advisor Group, LLC
Xinyu Liu is a financial advisor at Private Advisor Group, LLC with three years of industry experience and holds a Series 66 designation. Their prior experience includes roles at LPL Financial, Cetera Wealth Services, and Avantax Investment Services. Liu is also involved with Paxel Consulting LLC, a firm focused on international tax law and holistic financial planning. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.
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