Xi Zhang
Investment adviser representative at Aligne Wealth Advisors Investment Management (awaim)
12 yearsExperience
2 statesRegistered in
$224.4MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Aligne Wealth Advisors Investment Management (awaim)Jul 2023 to now
- Aligne Wealth Advisors Investment ManagementApr 2022 to now
- LPL FinancialJun 2022 to Sep 2025
- M.A.D Dance & MusicApr 2021 to Mar 2022
- The Language ExpertsOct 2020 to Mar 2021
- Topco Insurance AgencyAug 2020 to Sep 2021
- American Academy of Pediatric NeuropsychologyJul 2019 to Mar 2020
- University of California, IrvineSep 2017 to Mar 2021
- Cerritos High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, LA).
Aligne Wealth Advisors Investment Management (awaim)
Legal name: Aligne Wealth Preservation & Insurance Services, LLC.
$224.4MAssets managed
220Clients
4Advisers
4 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
- 7540220
- Firm CRD
- 321735