Xiaozhou Zheng
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaNov 2019 to now
- Pruco Securities, LLC.Oct 2019 to Nov 2024
- Farmers Financial SolutionsApr 2019 to Oct 2019
- Vorwerk LLCOct 2018 to Oct 2020
- Farmers InsuranceOct 2018 to Oct 2019
- UnemploymentJun 2018 to Oct 2018
- Shenzhen Elitimes Fund ManagementMar 2017 to Jun 2018
- Free LancerOct 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7093504
- Firm CRD
- 8733