Echo Huang
Chief Executive Officer at Echo Wealth Management LLC
Echo Huang active positions
| Companies | Position | Start | End |
|---|---|---|---|
Echo Wealth Management LLC
 Echo Wealth Management LLC Investment ManagersFinance Echo Wealth Management LLC (EWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plymouth, Minnesota. The firm was founded by Fang Echo Huang in 2015. EWM provides wealth management services to individuals, high net-worth individuals, trusts and foundations. | Chief Executive Officer | 2014-12-31 | - |
| Compliance Officer | 2014-12-31 | - | |
| Founder | 2014-12-31 | - | |
| President | 2014-12-31 | - |
Career history of Echo Huang
Former positions of Echo Huang
| Companies | Position | Start | End |
|---|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 2003-01-31 | 2015-01-31 |
KPMG US LLP
 KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Corporate Officer/Principal | 1997-01-31 | 2000-10-31 |
Training of Echo Huang
| University of Idaho | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
| Commercial Services | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Echo Wealth Management LLC
Echo Wealth Management LLC Investment ManagersFinance Echo Wealth Management LLC (EWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Plymouth, Minnesota. The firm was founded by Fang Echo Huang in 2015. EWM provides wealth management services to individuals, high net-worth individuals, trusts and foundations. | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
KPMG US LLP
KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Commercial Services |
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