Judith Zeigler (CRD# 4503502) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 22 years of experience in the finance industry.
CRD# 4485600
Synergy Capital Advisors, LLC
CRD# 4495175
Dominion Portfolio Management, Inc.
CRD# 4208257
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Judith Zeigler - Self-employed | San Leandro, CA | May 2015 - Current | 8 |
| America's Tax Solution | San Leandro, CA | May 2015 - Current | 8 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2013 - Current | 10 |
| Judith Zeigler-self Employed | San Leandro, CA | Oct 2012 - Current | 11 |
| Judith A. Zeigler-self Employed | San Leandro, CA | Aug 2008 - Current | 15 |
| Judith A. Zeigler-self Employed | San Leandro, CA | Sep 2001 - Current | 22 |
| Peninsula Special Interest Lions Club | Foster City, CA | May 2015 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- CA
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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