Judith Zeigler, financial advisor Austin TX
93 score

Judith Zeigler

CRD Number: 4503502
Current Firm: Planmember Securities Corporation

Judith Zeigler (CRD# 4503502) is an Investment Advisor Representative working at Planmember Securities Corporation in Austin, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Peninsula Special Interest Lions Club Foster City, CA May 2015 - Current 1
Judith Zeigler - Self-employed San Leandro, CA May 2015 - Current 1
America's Tax Solution San Leandro, CA May 2015 - Current 1
Planmember Securities Corporation Carpinteria, CA Oct 2013 - Current 3
Judith Zeigler-self Employed San Leandro, CA Oct 2012 - Current 4
Judith A. Zeigler-self Employed San Leandro, CA Aug 2008 - Current 8
Judith A. Zeigler-self Employed San Leandro, CA Sep 2001 - Current 15
Veritrust Financial, LLC Austin, TX Oct 2012 - Oct 2013 1
National Planning Corporation Lake Forest, CA Aug 2009 - Oct 2012 3
Financial West Group Westlake Village, CA Jan 2009 - Aug 2009 < 1
Proequities, Inc. San Leandro, CA Jul 2007 - Dec 2008 1
Veritrust Financial, LLC Austin, TX Apr 2002 - Jul 2007 5
Equita Financial Dallas, TX Aug 2001 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Judith A. Zeigler
Phone Number: 805-684-1199
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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