Kejing Liu Burgess

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2026 → Present
  Coastpoint Financial Llc
  Victoria, TX
• 11/2025 → 04/2026
  Bamboo Yang Llc
  Fredericksburg, TX
• 11/2024 → 11/2025
  Pain Be Gone Massage Llc
  Victoria, TX
• 01/2020 → 11/2024
  Top One Mortgage Llc
  Houston, TX
• 06/2018 → 01/2020
  Fairway Insurance Agency
  Houston, TX
• 05/2003 → 06/2018
  Yongxin Intellectural Property Attorney
  Beijing
• 04/2026 → Present
  Lpl Financial
  Victoria, TX

Other Businesses

1. 04/2026 - CoastPoint Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 106 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 4/29/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-05-16

Other Names

• Kejing Liu