Wanwan Zhang (CRD# 4774704) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Bp Oss LLC | Fremont, CA | Dec 2021 - Current | 2 |
Emerson Equity LLC | San Mateo, CA | Dec 2020 - Current | 3 |
Globalink Securities, Inc. | Pasadena, CA | Sep 2018 - Oct 2021 | 3 |
Transglobal Advisory, LLC | Fremont, CA | Sep 2018 - Jan 2021 | 2 |
Noah Us LLC | Menlo Park, CA | Oct 2016 - Dec 2020 | 4 |
Noah Advisory LLC | Menlo Park, CA | Feb 2017 - May 2017 | < 1 |
Morgan Stanley Smith Barney | Menlo Park, CA | Jun 2009 - Oct 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2004 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- CA
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
TX
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