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Linda Xia

Destination Wealth Management

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About Linda Xia

Linda Xia is an Investment Advisor Representative at Destination Wealth Management in Walnut Creek, CA. Linda has been working in the financial services industry since 2006. Linda holds FINRA Series 7, 86, and 87 licenses and the Series 65 license. Prior to joining Destination Wealth Management, Linda worked at Wells Fargo Investments, LLC. Linda specializes in providing financial planning, pension consulting, and portfolio management services to individuals. Linda’s experience and knowledge make her a valuable resource for her clients.

Firm Information

Linda Xia is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Linda Xia’s Registration & Firm History

CA

01/02/2018 - Present

Destination Wealth Management (WALNUT CREEK CA)

WA

09/18/2006 - 04/20/2009

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 12/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/20/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Xia.
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