Xinge
Zhang

Bankers Life Advisory Services, Inc

CRD#7376539
Investment Advisor
in Chantilly, VA

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About this Advisor

Xinge Zhang is a financial advisor who works in Chantilly, Virginia with a total of 1 year of industry experience. Zhang currently works for Bankers Life Advisory Services, Inc. During their career, Zhang has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ping An A Fu Animal Shelter, Student, Hughes Network Systems, Cvent, Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. Zhang has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Bankers Life Advisory Services, Inc is a financial advisory business operating out of Chicago, IL. The firm has offices in 136 locations and a total of 363 advisors. It controls $1 billion in assets under management between its 10,292 customer accounts, placing it among the larger firms in the United States by assets under management. Bankers Life Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on the type of financial services offered. Fee types billed by Bankers Life Advisory Services, Inc can include any combination of asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

4501 Singer Court Ste 160
Chantilly, VA 20151

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

VA Average: $6,674,516,078
Total Number of Employees

363

VA Average: 44
Total Number of Accounts

10,292

VA Average: 2,564
Average Account Size

$109,320

VA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Xinge Zhang Work History

Xinge has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bankers Life

2022 - Present (2 years)

Bankers Life Securities

2022 - Present (2 years)

Bankers Life Advisory Services

2021 - 2022 (1 year)

Transamerica Financial Advisors, Inc

2018 - 2020 (2 years)

Cvent

2016 - 2018 (2 years)

Hughes Network Systems

2015 - 2022 (7 years)

World Financial Group, Inc

2014 - 2016 (2 years)

Student

2013 - 2014 (1 year)

Ping An A Fu Animal Shelter

*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 Xinge 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 Bankers Life Advisory Services, Inc

Jeffrey Collyer
Englewood, CO
Dominic Ruggerio
Chicago, IL
Albert Preniqi
Chicago, IL
Brock Williams
Mount Pleasant, MI
Jonathan James
Chicago, IL
Joseph Eckles
San Luis Obispo, CA
Wilson Williams
Chicago, IL
Elizabeth Bort
Chicago, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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