Bin Zhai
Bin Zhai is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Jose, CA, with 22 years of industry experience. Bin 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
2051 Junction Ave, #200, San Jose, CA, 95131
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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
Bin owns Zhai Insurance Services and is an agent for Avantax Insurance, selling insurance products. Bin also manages multiple LLCs related to rental properties and wealth management, and assists clients with fixed index annuities; these activities take about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
World Group Securities, INC.Broker
State Registrations8 states
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