Felix ZhangCRD 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.
Awm Capital, LLC
Global Retirement Partners LLC
Wedbush Securities Inc.
|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|
Total Assets Under Management1,388MILLIONS
Total Number of Accounts1,898ACCOUNTS
Average Account Value$731,557
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NJ, NV, NY, TN, TX
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