Xuying Zhu
Professional Summary
Xuying Zhu, who also goes by VIvian Zhu, is a registered financial advisor currently at LONG BRIDGE SECURITIES, LLC located in Plano, Texas. Xuying is registered as a RR (Registered Representative) and started their career in finance in 2018. Xuying has worked at 4 firms and has passed the Series 7TO, SIE, Series 99, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Xuying Zhu, Vivian Zhu
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LONG BRIDGE SECURITIES LLC | LONGBRIDGE | LONG BRIDGE SECURITIES, LLC
Contact Information
Main Address
6900 Dallas Parkway Suite 03-121, Plano, TX 75024Mailing Address
6900 Dallas Parkway Suite 03-121, Plano, TX 75024Phone Number
(504) 233-2370Established
Delaware since 03/19/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Xuying Zhu's CRS (Customer Relationship Summary).
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