Zhuohua Huang (CRD# 7197097) is an Investment Advisor Representative working at Mulberry Investors LLC in Bloomington, IN and has 1 year of experience in the finance industry.
CRD# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Indiana University Kelley School Of Business | Bloomington, IN | Aug 2022 - Current | 1 |
| Mulberry Investors | Bloomington, IN | Oct 2019 - Current | 4 |
| Independent Investor | Bloomington, IN | Jan 2017 - Current | 7 |
| Huang Associates LLC | Bloomington, IN | Jun 2012 - Current | 11 |
| Indiana Public Retirement System | Indianapolis, IN | Sep 2012 - Jan 2017 | 4 |
- IN
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$385,871
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
IN
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.