Annie ZhangCRD Number: 4442528
Current Firm: Ameriprise Financial Services, Inc.
Annie Zhang (CRD# 4442528) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fairlawn, OH and has over 13 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Liberty Partners Capital Management, LLC
|Ameriprise Financial Services, Inc.||Akron, OH||Sep 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY