Xiaoju Zhang
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Xiaoju Zhang? Claim your profile
Contact this firm
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 Financial LLCDec 2025 to now
- HomemakerMay 2025 to Nov 2025
- The Vanguard Group, Inc.Feb 2024 to Apr 2025
- HomemakerOct 2023 to Feb 2024
- Wells Fargo BankJul 2022 to Oct 2023
- New York LifeJul 2021 to Jun 2022
- HomemakerJan 2020 to Jun 2021
- Language Line SolutionJun 2019 to Dec 2019
- HomemakerMay 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7401072
- Firm CRD
- 6413