Zhihua Tang
Investment adviser representative at LPL Enterprise, LLC
10 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
10 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- Coldwell Banker Realty & BrokersNov 2023 to now
- MML Investors Services, LLCApr 2023 to Nov 2023
- Massmutual Life Insurance CompanyFeb 2023 to Nov 2023
- Independent Financial Group, LLCSep 2022 to Mar 2023
- Eagle Strategies LLCJun 2021 to Aug 2022
- Nylife Securities LLCMar 2021 to Aug 2022
- New York Life Insurance CoDec 2020 to Aug 2022
- AXA Advisors LLCSep 2019 to Dec 2020
- Equitable Advisors, LLCSep 2019 to Dec 2020
- Harvest Investment LLC, BrokersSep 2017 to Sep 2019
- Pasadena City CollegeSep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7169268
- Firm CRD
- 8733