Mamie Yuhua Chu Liu

Employer firm

Advocate Investing Services CRD 273035

$187M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 07/2010 → Present
  Lpl Financial Llc
  Gaithersburg, MD
• 08/2016 → Present
  Advocate Investing Services
  Woodbine, MD

Other Businesses

(1) 10/04/2016: Advocate Investing Services - Registered Investment Advisor Hybrid - DBA: (Hybrid) Advocate Investing Services - Investment Related - 1320 Saint Michael's Rd, Mount Airy, MD 21771 - Start 04/01/2016 - 160 Hr/Mo; 7 Hour(s) During Securities Trading - I provide investment advisory services through Advocate Investing Services, an independent investment advisor firm. I started this business activity in August 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-29
• S63 Uniform Securities Agent State Law Examination
  2007-04-16

Designations

• Certified Financial Planner

Other Names

• Mamie Yuhua Chu
• Mamie Liu
• Mamie Yuhua Liu