Min Zhu (CRD# 6228752) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 10 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lily Fortune Club | San Ramon, CA | Jan 2022 - Current | 2 |
| Transamerica Financial Advisors, Inc. | Fremont, CA | Jul 2013 - Current | 10 |
| World Financial Group, Inc. | Fremont, CA | Jan 2013 - Current | 11 |
| Rental Properties | San Jose, CA | Apr 2011 - Current | 13 |
| Veritasgenetics | Han Zhou, | Jan 2017 - Sep 2017 | < 1 |
| Samsung Research America | Mountain View, CA | Oct 2015 - Mar 2016 | < 1 |
| Wind River Systems | Alameda, CA | Aug 2000 - Oct 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- CA
- NC
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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