Lan Xiao
Financial and Tax Advisor @LPL Financial
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WORK HISTORY
Financial and Tax Advisor @LPL Financial
Specializing in protecting clients\' assets from losing due to market meltdown, creditors, lawsuits and unexpected incidents.Comprehensive financial planningRisk-managed financial planning for peace of mindTax advisory
EDUCATION
Southwestern University of Finance and Economics
Bachelor, English for Business
University of International Business and Economics
Master's degree, Finance
University of California, Berkeley, Haas School of Business
Master of Business Administration (MBA), Finance
SKILLS
ABOUT LAN XIAO
CORE QUALIFICATIONS- Professional with over 20 years of solid working experience in wealth management/banking/finance-Solid quantitative/statistical analytical skills leveraging academic credentials with Berkeley MBA in Investment/Finance, and hands-on experience in financial analysis -Proficient in communicating internally to bring the best solution out of various business units to tailor make clients’ financial solutions-Strong in building and enhancing constructive relationship with clients as trusted long-standing financial advisor/business partner -Well acquainted with macroeconomic development providing clients with macroeconomic/regulatory insights and forecast-Troubleshot issues in timely manner which occur to clients unexpectedly and request immediate solutionDisclosure:Lan Xiao is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.tate. I am a member of Ed Slott\'s Elite IRA Advisor Group℠, which is a private IRA study group of professional financial advisors. I am not employed by or anindependent contractor of Ed Slott and Company, LLC. Ed Slott and Company,LLC does not sell, endorse, nor promote any opinions in this seminar nor any products or services that I am selling. Ed Slott\'s Elite IRA Advisor Group℠ is designed to provide its members ongoing access to the most up-to-date IRA information available in order to properly and professionally service their IRA clients; however, Ed Slott and Company, LLC is not responsible for any financial advice or services that I provide to my clients and Ed Slott and Company, LLC cannot guarantee that I have taken advantage of all of the resources and tools provided to the members of Ed Slott\'s Elite IRA Advisor Group℠. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.
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