Xin Wang

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → Present
  New York Life Insurance Company
  Houston, TX
• 05/2004 → Present
  Nylife Securities Inc
  Houston, TX
• 10/2008 → Present
  Eagle Strategies Llc
  Houston, TX
• 03/2010 → Present
  Abacus Financial Strategies Llc
  Houston, TX

Other Businesses

[AGENT IS APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER DBA ABACUS FINANCIAL STRATEGIES LLC] [Rental Property; 5451 Loch Lomond Dr, Houston, TX 77096; Start Date 07/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2014; Role/Title: Shareholder; Investment Related; 0.2 hours per month; 0.2 hours per month during securities trading hours] [WL Family, LLC; FLLC to hold our family brokerage account for asset protection purpose; 4925 Mimosa Dr., Bellaire, TX 77401; Start Date 07/2023; Role/Title: Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-01

Designations

• Certified Financial Planner