Judy Zehringer (CRD# 4248956) is an Investment Advisor Representative working at Spc in Celina, OH and has over 17 years of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
CRD# 2293786
Capital Cities Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkland Securities, LLC | Ann Arbor, MI | Aug 2014 - Current | 9 |
| Financial Concepts | Celina, OH | Mar 1999 - Current | 25 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Sep 2006 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
- CA
- OH
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, VI, VT, WA, WI, WV, WY
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