Binxin Zhu (CRD# 7772775) is an Investment Advisor Representative working at Actuarial Direct LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Institute Of Applied Actuarial Science | Laguna Niguel, CA | Aug 2022 - Current | 1 |
| Actuarial Management Corporation | Laguna Niguel, CA | Jun 2020 - Aug 2022 | 2 |
| University Of California Irvine | Irvine, CA | Sep 2016 - Jun 2020 | 3 |
| High School | Shanghai, | Jun 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
- NV
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$80,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NV
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