Zoe Bollinger (CRD# 7062043) is an Investment Advisor Representative working at Bollinger Capital Management, Inc. in Redondo Beach, CA and has over 5 years of experience in the finance industry. Zoe Bollinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bollinger Capital Management | Redondo Beach, CA | Aug 2018 - Current | 5 |
Wet | Sun Valley, CA | Feb 2016 - Aug 2018 | 2 |
Patexia | Santa Monica, CA | Sep 2014 - Jan 2016 | 1 |
Self | Los Angeles, CA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- CA
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts58ACCOUNTS
-
Average Account Value$478,451
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA
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