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Vicki Zhou

WISEBANYAN, INC.·LAS VEGAS, Nevada
Unclaimed Profile
9440 WEST SAHARA AVENUE, LAS VEGAS, NV 89117CRD# 5558711Firm CRD# 150953
01

About

Vicki Zhou is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with WISEBANYAN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
AXOS INVEST, INC
AXOS INVEST, INC
AUM
$143M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at AXOS INVEST, INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5558711
Firm CRD# 150953
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vicki Zhou offer?
Vicki Zhou specializes in Investment Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Vicki Zhou's credentials?
Vicki Zhou is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vicki Zhou located?
Vicki Zhou is based in LAS VEGAS, Nevada, working with WISEBANYAN, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Vicki Zhou charge for services?
Vicki Zhou's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISEBANYAN, INC.?
WISEBANYAN, INC. has approximately 13 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAS VEGAS
Todd Charles Bauman — BAUMAN ADVISORY GROUP, LLCHerbert Wilson Moore — WISEBANYAN, INC.Shelley Jo Echeverria — WCG WEALTH ADVISORS, LLCBrian Joseph Buckley — BUCKLEY WEALTH MANAGEMENT, LLCRichard Alan Kayne — SIMPLIFY ASSET MANAGEMENT INC.
Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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