Mario ZitaCRD Number: 1851838
Current Firm: Laguna Wealth Advisors, LLC
Mario Zita (CRD# 1851838) is an Investment Advisor Representative working at Laguna Wealth Advisors, LLC in Dana Point, CA and has over 34 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Gameday Wealth Group / Bga Agents||Newport Beach, CA||Jul 2017 - Current||5|
|Daniel Wealth Advisors||San Juan Capistrano, CA||Oct 2014 - Jul 2017||2|
|Bank Of America, N.a.||Laguna Hills, CA||Oct 2012 - Jul 2014||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Laguna Hills, CA||Jun 2012 - Jul 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management111MILLIONS
Total Number of Accounts561ACCOUNTS
Average Account Value$197,085
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