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Wanxiuyuan Wang

THE London Co. OF Virginia

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About Wanxiuyuan Wang

Wanxiuyuan Wang is an investment advisor representative at The London Co. Of Virginia. Wanxiuyuan has been in the industry for over 7 years and is registered with the state of Virginia. They have a strong background in finance and hold a Chartered Financial Analyst designation. Wanxiuyuan has a wealth of experience in investment management and specializes in assisting individuals, businesses, and investment companies. Wanxiuyuan focuses on developing customized investment strategies that are tailored to meet the specific needs of their clients.

Firm Information

Wanxiuyuan Wang is currently registered with THE London Co. OF Virginia. THE London Co. OF Virginia is an investment advisor headquartered in RICHMOND, VA. The firm primarily provides portfolio management services for individuals, businesses, and investment companies. They have over $15.6 billion in regulatory assets under management and serve a variety of client types, including high net worth individuals, corporations, insurance companies, and investment companies. Their website addresses are HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-LONDON-COMPANY/, HTTPS://TWITTER.COM/LONDON_COMPANY, and HTTP://TLCADVISORY.COM/.
THE London Co. OF Virginia

1800 BAYBERRY COURT, SUITE 301

RICHMOND, VA 23226

$15.62B

Assets Under Management

29

Total Clients

25

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Wanxiuyuan Wang’s Registration & Firm History

VA

09/01/2020 - Present

THE London Co. OF Virginia (RICHMOND VA)

NY

08/15/2016 - 09/05/2018

SUNTRUST ROBINSON HUMPHREY, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/18/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2017

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 05/17/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/15/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wanxiuyuan Wang.
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