Tao Zhang, financial advisor Morrisville NC

Tao Zhang

CRD Number: 6469873
Current Firm: Transamerica Financial Advisors, Inc.

Tao Zhang (CRD# 6469873) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Morrisville, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Morrisville, NC Mar 2015 - Current 5
World Financial Group, Inc. Morrisville, NC Nov 2014 - Current 6
Datalenty Inc. Apex, NC May 2014 - Current 6
Emergys Corp Morrisville, NC Mar 2003 - Apr 2014 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Tao Zhang
Phone Number: 727-299-1800
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,298
    MILLIONS
  • Total Number of Accounts
    54,800
    ACCOUNTS
  • Average Account Value
    $23,680
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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