Feifei ZhangCRD Number: 6580343
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Feifei Zhang (CRD# 6580343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 5 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Irvine, CA||May 2020 - Current||1|
|Bank Of America, N.a.||Irvine, CA||May 2020 - Current||1|
|Td Ameritrade||San Gabriel, CA||Jan 2019 - May 2020||1|
|Axa||La, CA||Nov 2015 - Feb 2019||3|
|Yulin Chinese School (under The United Chinese American Assoc.)||Huntington Beach, CA||Sep 2015 - Feb 2016||< 1|
|Aflac||Culver City, CA||Oct 2015 - Jan 2016||< 1|
|Dwight School||London,||Sep 2013 - Nov 2015||2|
|Transamerica||San Gabriel, CA||Apr 2015 - Jul 2015||< 1|
|Unemployed||Los Angeles, CA||Aug 2012 - Aug 2013||1|
|University Of Birmingham||Birmingham,||Jan 2008 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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