Gerard wei Zhang
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCMay 2026 to now
- Bank of America, N.A.Jun 2024 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to May 2026
- Nylife Securities LLCJun 2020 to Apr 2024
- New York Life Insurance CoApr 2019 to Apr 2024
- Asher Zebulum International Holdings IncJul 2017 to Sep 2019
- University of AberdeenSep 2015 to Jun 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7100715
- Firm CRD
- 6413