Felix Zhang, financial advisor Los Angeles CA

Felix Zhang

CRD Number: 6219043
Current Firm: City National Securities, Inc.

Felix Zhang (CRD# 6219043) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
City National Securities Beverly Hills, CA Jul 2017 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena, CA Jun 2013 - Apr 2017 3
Hd Supply -crown Bolt Aliso Viejo, CA Aug 2012 - Jun 2013 < 1
Unemployed Hacienda Heights, CA Jun 2012 - Aug 2012 < 1
Gibson Overseas, Inc. Commerce, CA Aug 2010 - Jun 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Felix Zhang
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,388
    MILLIONS
  • Total Number of Accounts
    1,898
    ACCOUNTS
  • Average Account Value
    $731,557
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

AL, AZ, CA, CO, NJ, NV, NY, TN, TX

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