Lanfeng Zhao
Lanfeng Zhao is a registered investment advisor at Cetera Investment Advisers LLC, based in Diamond Bar, CA, with 23 years of industry experience. Lanfeng operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1930 South Brea Canyon Road, Suite 150, Diamond Bar, CA, 91765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lanfeng owns EZ & Company CPA Inc, providing accounting, tax, and consulting services, taking up a full-time commitment. Lanfeng also sells health insurance and receives renewals on life insurance products, dedicating a few hours per week, and owns Golden Investment LLC (real estate investment) and EZ Fab LLC (e-commerce), dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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