Xi Zhang (CRD# 7540220) is an Investment Advisor Representative working at Aligne Wealth Advisors Investment Management (awaim) in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Los Angeles, CA | Jun 2022 - Current | 1 |
| Aligne Wealth Advisors Investment Management | Los Angeles, CA | Apr 2022 - Current | 2 |
| M.a.d Dance & Music | Irvine, CA | Apr 2021 - Mar 2022 | < 1 |
| Topco Insurance Agency | Alhambra, CA | Aug 2020 - Sep 2021 | 1 |
| The Language Experts | Newport Beach, CA | Oct 2020 - Mar 2021 | < 1 |
| University Of California, Irvine | Irvine, CA | Sep 2017 - Mar 2021 | 3 |
| American Academy Of Pediatric Neuropsychology | Long Beach, CA | Jul 2019 - Mar 2020 | < 1 |
| Cerritos High School | Cerritos, CA | Aug 2014 - Jun 2017 | 2 |
| Shangdi Experimental School | Beijing, | Jan 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- CA
-
Total Assets Under Management165MILLIONS
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$536,933
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, NY, TX, WA
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