Min Zhu, financial advisor Fremont CA
89 score

Min Zhu

CRD Number: 6228752
Current Firm: Transamerica Financial Advisors, Inc.

Min Zhu (CRD# 6228752) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fremont, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Fremont, CA Jul 2013 - Current 3
World Financial Group, Inc. Fremont, CA Jan 2013 - Current 3
Rental Properties San Jose, CA Apr 2011 - Current 5
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
Contact Info for Min Zhu
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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