Zhi WangCRD Number: 6083903
Current Firm: Genesis Capital Management, LLC
Zhi Wang (CRD# 6083903) is an Investment Advisor Representative working at Genesis Capital Management, LLC in Ellicott City, MD and has over 5 years of experience in the finance industry.
Blue Ocean Global Wealth
Commonwealth Financial Network
Aegis Wealth Management LLC
|Onemain||Baltimore, MD||Oct 2011 - Current||6|
|World Financial Group, Inc.||Baltimore, MD||Jun 2003 - Current||15|
|Transamerica Financial Advisors, Inc.||Baltimore, MD||Apr 2012 - Nov 2015||3|
|Vision Technology||Hunt Valley, MD||Apr 2011 - Sep 2011||< 1|
|Diamond Hill Capital Management||Columbus, OH||Oct 2006 - Mar 2011||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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