Annie Zhang, financial advisor Akron OH
93 score

Annie Zhang

CRD Number: 4442528
Current Firm: Ameriprise Financial Services, Inc.

Annie Zhang (CRD# 4442528) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Akron, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
American Express Financial Advisors Akron, OH Aug 2001 - Current 15
Ids Life Insurance Company Akron, OH Aug 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Annie H. Zhang
Phone Number: 612-671-3131
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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