Zhihui HuangCRD Number: 5384407
Current Firm: Centaurus Financial, Inc.
Zhihui Huang (CRD# 5384407) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Centaurus Financial Inc.||Anaheim, CA||Nov 2012 - Current||4|
|Huang & Company, Cpa||Foster City, CA||Dec 2005 - Current||11|
|H.d. Vest Advisory||Foster City, CA||Jul 2007 - Nov 2010||3|
|California Wast Solutions, Inc.||San Jose, CA||May 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV