![Charles Zhang](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Charles Cheng Zhang is the founder of Zhang Financial LLC, which was founded in 2012.
He is currently the President of Zhang Financial LLC.
He is also currently the Managing Member at Merion Capital LLC.
Prior to his current positions, Mr. Zhang worked as a Principal at LPL Financial LLC from 2008 to 2012.
Mr. Zhang has a graduate degree from Western Michigan University and an MBA from Kellogg School of Management.
Posizioni attive di Charles Zhang
Società | Posizione | Inizio |
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Zhang Financial LLC
![]() Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Fondatore | 01/01/2012 |
Merion Capital LLC
![]() Merion Capital LLC Investment ManagersFinance Merion Capital LLC is a SEC-registered investment advisor headquartered in Kalamazoo, Michigan. The firm was founded by Chris Ruppel in 2000 and is owned by Merion Capital Holding LLC. Merion Capital provides investment advice through Zhang Financial, a renowned wealth management group. | Corporate Officer/Principal | - |
Precedenti posizioni note di Charles Zhang
Società | Posizione | Fine |
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LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Corporate Officer/Principal | 01/03/2012 |
Formazione di Charles Zhang
Western Michigan University | Graduate Degree |
Kellogg School of Management | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Merion Capital LLC
![]() Merion Capital LLC Investment ManagersFinance Merion Capital LLC is a SEC-registered investment advisor headquartered in Kalamazoo, Michigan. The firm was founded by Chris Ruppel in 2000 and is owned by Merion Capital Holding LLC. Merion Capital provides investment advice through Zhang Financial, a renowned wealth management group. | Finance |
Zhang Financial LLC
![]() Zhang Financial LLC Investment ManagersFinance Zhang Financial LLC is an independent, SEC-registered investment advisor headquartered in Portage, Michigan. The firm was founded by Charles Zhang in 2012. Zhang Financial offers asset management and advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit sharing plans, and municipal government entities. | Finance |
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