Lai Zhang (CRD# 6351296) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Rafael, CA and has over 3 years of experience in the finance industry.
CRD# 2289402
Polaris Greystone Financial Group, LLC
Score
106
CRD# 2040384
Jurika, Mills & Keifer, LLC
Score
107
CRD# 4105009
Lowery Thomas, LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | San Rafael, CA | Jul 2017 - Current | < 1 |
| Jp Morgan Securities LLC | Sacramento, CA | Jul 2015 - Jul 2017 | 2 |
| Jp Morgan Chase Bank | Sacramento, CA | Jul 2015 - Jul 2017 | 2 |
| Edward Jones | St Louis, MO | Jun 2014 - Jun 2015 | 1 |
| University Of Missouri | Columbia, MO | Aug 2010 - Jul 2014 | 3 |
| New Oriented Education & Technology Group Inc. | Nanning, | Jun 2013 - Aug 2013 | < 1 |
| Campus Dinning Service | Columbia, MO | Feb 2011 - Mar 2013 | 2 |
| Southwestern Company | Nashville, TN | May 2011 - Aug 2011 | < 1 |
| Keystone Staffing | Columbia, MO | Sep 2010 - Nov 2010 | < 1 |
| Jr Diamond Restaurant | Silex, MO | Nov 2009 - Jul 2010 | < 1 |
| Elsberry High School | Elsberry, MO | Feb 2005 - May 2010 | 5 |
| Wentzville School District | Wentzville, MO | Jun 2009 - Aug 2009 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- CA
-
Total Assets Under Management20,231MILLIONS
-
Total Number of Accounts41,470ACCOUNTS
-
Average Account Value$487,847
- A percentage of assets under your management
- 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
- Security ratings or pricing services
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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