Unclaimed Profile

Fan Zhang

WBI CAPITAL ADVISORS LLC·SAN JOSE, California

WBI CAPITAL ADVISORS LLC

160 WEST SANTA CLARA STREET, SAN JOSE, CA 95113CRD# 5318932Firm CRD# 300131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Fan Zhang · SAN JOSE, CA

Registration

CRD #5318932 · WBI CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Fan Zhang is a registered financial advisor based in SAN JOSE, California, affiliated with WBI CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

WBI CAPITAL ADVISORS LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 5318932

Firm CRD# 300131

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Frequently Asked Questions

What services does Fan Zhang offer?

Fan Zhang is a registered financial advisor in SAN JOSE, California. Contact their office for details on services offered.

What are Fan Zhang's credentials?

Fan Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fan Zhang located?

Fan Zhang is based in SAN JOSE, California, working with WBI CAPITAL ADVISORS LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How large is WBI CAPITAL ADVISORS LLC?

WBI CAPITAL ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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