Zhengnan Xu
Zhengnan Xu is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Beverly Hills, CA, with 8 years of industry experience. Zhengnan 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
9378 Wilshire Blvd Ste 100, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Mason & Associates, INC.
Salem Partners Advisors LLC DBA Salem Partners Wealth Management
State Registrations10 states
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