Holly Xiao Liu

Current Employers

Employment History

• 01/1999 → Present
  Paulsen, Megaard & Co. Ps
  Bothell, WA
• 06/2006 → 10/2019
  1St Global Capital Corp.
  Bothell, WA
• 11/2006 → 10/2019
  1St Global Advisors Inc.
  Bothell, WA
• 03/2007 → 09/2025
  Avantax Insurance Services, Llc.
  Bothell, WA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Bothell, WA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Bothell, WA
• 05/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Bothell, WA
• 05/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Bothell, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bothell, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Bothell, WA
• 2006-11-01 → 2019-10-25
  1St Global Advisors Inc
  Bothell, WA

Other Businesses

1) PACIFIC CREST FINANCIAL SERVICES, LLC POSITION: Referring Advisor NATURE: We will be conducting our financial services under Pacific Crest Financial Services and will be referring clients to that the organization. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/13/2019 ADDRESS: 22232 17th Ave SE, Suite 310, Bothell WA 98021, United States DESCRIPTION: We will conduct our financial services under Pacific Crest rather than Paulsen Megaard Financial Services. 2)PAULSEN, MEGAARD & CO. PS; ACCOUNTING MANAGER; NIR; 01/01/1999;

Exams

• S66 Uniform Combined State Law Examination
  2006-09-22

Other Names

• Ying Xiao Liu
• Holly X Liu