John Zezini (CRD# 2657153) is an Investment Advisor Representative working at Genovese, Burford, & Brothers, in Sacramento, CA and has over 20 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Granite Bay, CA | Nov 2017 - Current | 6 |
| Golden State Wealth Management, LLC | Granite Bay, CA | Nov 2017 - Current | 6 |
| Genovese Burford & Brothers Wealth & Retirement Plan Mgmt LLC | Sacramento, CA | Jun 2015 - Nov 2017 | 2 |
| Royal Alliance | Sacramento, CA | Jun 2015 - Oct 2017 | 2 |
| Edward Jones | St Louis, MO | Feb 2003 - Jun 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
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