Lidan
Zhang
Cetera Investment Advisers LLC
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About this Advisor
Lidan Zhang is a financial advisor based in El Monte, California, working with Cetera Investment Advisers LLC. Lidan has previously held positions at East West Bank, Cetera Investment Services LLC, Kcal Insurance Company, California State University Northridge, Extended Travel, A & W Seafood Restaurant, and Cetera Investment Advisers LLC. Lidan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Lidan is part of Cetera Investment Advisers LLC, which operates out of El Monte, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lidan Zhang Work History
Cetera Investment Advisers LLC
East West Bank
Cetera Investment Services LLC
East West Bank
Kcal Insurance Company
Extended Travel
California State University Northridge
A & W Seafood Restaurant
Disclosures
Please visit the SEC profile of Lidan Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
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