Chun Zhu
Chun Zhu is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Bellevue, WA
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
July 2017Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Chun operates CMZ Wealth Strategies as a DBA for his LPL business and manages real estate rentals. He also works as an agent for non-variable insurance through AOCP/Crump, dedicating minimal time, and works as a ski instructor about 10% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.