Bin ZhaiCRD Number: 4624278
Current Firm: H.d. Vest Advisory Services, Inc.
Bin Zhai (CRD# 4624278) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Jose, CA and has over 13 years of experience in the finance industry. Bin Zhai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|H.d. Vest Advisory Services||San Jose, CA||Nov 2005 - Current||11|
|H.d. Vest Investment Services||San Jose, CA||Nov 2003 - Current||13|
|Bin Zhai, Cpa||San Jose, CA||Jul 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV