Awards & Organizations

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

2021- 2022 Women's Leadership Forum Attendee

2022 - 2023 Directors Club *

2021 Freedom Club**

2021 Five Star Wealth Manager as featured Fortune Magazine - Women in Wealth

2017-2019 Crest Award

LPL club membership is an achievement is based on annual production among LPL Advisors only. *Director's Club is awarded to less than 15% of the firm’s advisors, and **Freedom Club is awarded to less than 23% of the firm’s advisors.

Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.

The Crest Award was awarded by Waddell & Reed prior to Ida Zhu’s affiliation with LPL Financial and was based on total gross revenue for 2017-2019.

MDRT Member

MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Ida Zhu qualified for the MDRT for 2017-2021. For more information regarding membership requirements, please visit www.mdrt.org.

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