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 4 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Veritasgenetics||Han Zhou,||Jan 2017 - Current||1|
|Transamerica Financial Advisors, Inc.||Fremont, CA||Jul 2013 - Current||4|
|World Financial Group, Inc.||Fremont, CA||Jan 2013 - Current||5|
|Rental Properties||San Jose, CA||Apr 2011 - Current||7|
|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 Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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