Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lily? Claim Your ProfileLily Zhang is an investment advisor representative associated with Diversifi Capital LLC in LOS ALTOS, CA. Lily Zhang holds a Series 65 license. Lily Zhang is a Certified Financial Planner and has been in the industry since 2018. The firm is registered in California and Texas. The firm specializes in portfolio management for individuals, portfolio management for pooled investment vehicles, and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
07/15/2019 - Present
Diversifi Capital LLC (LOS ALTOS CA)
IA
Issued 07/02/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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