Yanbin Zhu is a CFP-designated registered investment advisor, based in Austin, TX, with 13 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yanbin is an Investment Advisor Representative (IAR) with Kestra Advisory Services and a Registered Representative (RR) with both Wealth Empowerment Financial and Alpha Partners Wealth Management. All three roles are investment-related and each takes up a full-time commitment.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLCBroker
Nsm Securities, INC.Broker
State Registrations17 states
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