Guangzhi Zhai
Guangzhi Zhai is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Las Vegas, NV, with 13 years of industry experience. Guangzhi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Las Vegas, NV
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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
Guangzhi owns Evergreen Tax and Accounting LLC, where he works as a CPA providing tax preparation and consulting services, dedicating about a quarter of his time. He is also an insurance agent selling life insurance, long-term care, fixed annuities, and health insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Transamerica Financial Advisors, INCBroker
State Registrations10 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.
Exams
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