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Lidan Zhang

Cetera Investment Advisers LLC

El Monte, CA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-12-21
  • CA RA
    APPROVED
    Since 2023-12-21

Branch Locations

3920 N Peck Road, El Monte, CA 91732 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
East West Bank Rowland Heights CA 06/2021 Present
Cetera Investment Services Llc St Cloud MN 06/2021 Present
Kcal Insurance Company Hacienda Heights CA 04/2017 10/2019
Extended Travel Northridge CA 05/2016 04/2017
East West Bank Rowland Heights CA 10/2019 Present
Cetera Investment Advisers Llc Rowland Heights CA 12/2023 Present
  • 06/2021 → Present
    East West Bank
    Rowland Heights, CA
  • 06/2021 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2017 → 10/2019
    Kcal Insurance Company
    Hacienda Heights, CA
  • 05/2016 → 04/2017
    Extended Travel
    Northridge, CA
  • 10/2019 → Present
    East West Bank
    Rowland Heights, CA
  • 12/2023 → Present
    Cetera Investment Advisers Llc
    Rowland Heights, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
  • S66 Uniform Combined State Law Examination
    2023-12-20
Other Names
  • Vienna Zhang

View on SEC IAPD

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MARCUS GUNAWAN
JEFFREY L MARTINEZ
TOAN V THAI
Tony Tat Yan Lam
BINH THUY TRAN
Hung Chih Chen

Other Offices

CETERA INVESTMENT ADVISERS LLC · EL MONTE, CA
PACKERLAND BROKERAGE SERVICES, INC. · Rosemead, CA
TREVERI CAPITAL · ROSEMEAD, CA
EAGLE STRATEGIES LLC · ROSEMEAD, CA
LPL FINANCIAL LLC · ROSEMEAD, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROSEMEAD, CA
INFINITY FINANCIAL SERVICES ADVISORY · South El Monte, CA
CETERA INVESTMENT ADVISERS LLC · ROSEMEAD, CA

More in El Monte, CA

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