Zhi Wang (CRD# 6083903) is an Investment Advisor Representative working at Genesis Capital Management, LLC in Ellicott City, MD and has over 11 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onemain | Baltimore, MD | Oct 2011 - Current | 12 |
| World Financial Group, Inc. | Baltimore, MD | Jun 2003 - Current | 20 |
| Transamerica Financial Advisors, Inc. | Baltimore, MD | Apr 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
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Total Assets Under Management2MILLIONS
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Total Number of Accounts30ACCOUNTS
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Average Account Value$50,000
- A percentage of assets under your management
- 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
MD
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