linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Qingkun Xu

Prota Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Qingkun? Claim Your Profile

About Qingkun Xu

Qingkun Xu is a registered investment advisor representative with Prota Financial, located in Houston, Texas. Qingkun has been in the industry since 2013 and holds licenses for both securities and investment advisor representative. Qingkun previously worked at J.P. Morgan Securities LLC and MML Investors Services, LLC. Qingkun specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Qingkun Xu is currently registered with Prota Financial. Prota Financial is an investment advisor registered with the SEC, headquartered in HOUSTON, TX. They manage over $182 million in assets for a total of 1,324 accounts, including individuals, corporations, and high-net-worth individuals. The firm specializes in providing financial planning and portfolio management services. They are also registered to provide advisory services for selection of other advisors.
Prota Financial

1980 POST OAK BLVD

HOUSTON, TX 77056-3845

$182.02M

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Qingkun Xu’s Registration & Firm History

TX

12/09/2022 - Present

Prota Financial (HOUSTON TX)

TX

04/29/2019 - 11/27/2022

J.P. MORGAN SECURITIES LLC (KATY TX)

TX

11/15/2013 - 12/31/2013

MML INVESTORS SERVICES, LLC (HOUSTON TX)

Not sure if Qingkun Xu is right for you?

Licenses & Designations

IA

Issued 11/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/27/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Qingkun Xu.
Not sure if Qingkun Xu is right for you?