James Zundel (CRD# 2310284) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 31 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coign Capital Advisors, LLC | Draper, UT | May 2014 - Current | 9 |
| Ids Life Insurance Company | Midvale, UT | Dec 1992 - May 2014 | 21 |
| American Express Financial Advisors Inc. | Midvale, UT | Dec 1992 - May 2014 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1993 |
- TX
- UT
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$325,652
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NV, TX, UT, WA, WY
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