Haolun
Zhang
Kestra Investment Management, LLC
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About this Advisor
Haolun Zhang is a chartered financial analyst operating out of Austin, Texas who has 1 year of industry experience. Zhang is an employee of Kestra Investment Management, LLC. Throughout their career, Zhang has worked at Edward Jones Investments, Capital One Financial Corporation, Argent Capital Management, Everbright Pramerica Fund Management, Yanding Education, Shunshun Education, Washington University In St. Louis, Jiangsu Tianyi High School and Kestra Investment Services, LLC. Zhang maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Kestra Investment Management, LLC is an advisory firm based in Austin, TX. It manages $110 million in assets under management between its 1,462 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The business provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Kestra Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Investment Management, LLC Brokerage Details
$109,810,189
12
1,462
$75,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Haolun Zhang Work History
Haolun has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Edward Jones Investments
Capital One Financial Corporation
Argent Capital Management
Everbright Pramerica Fund Management
Yanding Education
Shunshun Education
Washington University In St. Louis
Jiangsu Tianyi High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Haolun 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 Kestra Investment Management, LLC
Austin, TX
Austin, TX
Austin, TX
Mercer Island, WA
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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