Min ZhuCRD 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.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Transamerica Financial Advisors, Inc.||Fremont, CA||Jul 2013 - Current||3|
|World Financial Group, Inc.||Fremont, CA||Jan 2013 - Current||4|
|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|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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
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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