Yaming Zhou, financial advisor Mukilteo WA

Yaming Zhou

CRD Number: 5040051
Current Firm: Lpl Financial LLC

Yaming Zhou (CRD# 5040051) is an Investment Advisor Representative working at Lpl Financial LLC in Mukilteo, WA and has over 16 years of experience in the finance industry.

Similar Advisors
Brian Wyatt, financial advisor Mukilteo WA
Brian O. Wyatt
CRD# 5438563
Wyatt Wealth Management
Similar Advisors
Allen Abbott, financial advisor Mukilteo WA
Allen L. Abbott
CRD# 2538997
Royal Alliance Associates, Inc.
Similar Advisors
Marco Abbruzzese, financial advisor Mukilteo WA
Marco A. Abbruzzese
CRD# 4382801
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
Lpl Financial LLC Mukilteo, WA Jul 2021 - Current < 1
Ocean Shores Rental Ocean Shores, WA Jan 2021 - Jul 2021 < 1
Ymz Enterprises LLC Mukilteo, WA Aug 2012 - Jul 2021 8
Waddell & Reed, Inc. Mukilteo, WA Jun 2012 - Jul 2021 9
Various Insurance Carriers For W&r Insurance Agencies Mukilteo, WA Jun 2012 - Jul 2021 9
Rental Property Everett, WA Jul 2011 - May 2018 6
Yaming Zhou Everett, WA Jul 2011 - May 2018 6
Unemployed Mulkilteo, WA Jan 2012 - Jun 2012 < 1
Edward Jones Everett, WA Sep 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Yaming Zhou
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • KY
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Yaming Zhou and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.