Xinge Zhang
Xinge Zhang is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chantilly, VA, with 4 years of industry experience. Xinge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
4501 Singer Court Ste 160, Chantilly, VA, 20151
Get directionsHistory
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
Xinge is an insurance agent for Banker's Life and Casualty Company, also appointed with KFA to sell various insurance products, dedicating more than full-time hours to this role. Xinge also owns an S-corp to organize business income and expenses related to her work with Bankers Life, Bankers Life Securities, and Bankers Life Advisory Services, spending full-time hours on this activity.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations9 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.