Collin Zines (CRD# 7069188) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 5 years of experience in the finance industry.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial, Inc. | Encino, CA | Oct 2019 - Current | 4 |
| Assetmark Brokerage, LLC | Encino, CA | Oct 2019 - Current | 4 |
| J.p. Morgan Securities LLC | San Clemente, CA | Jan 2019 - Sep 2019 | < 1 |
| Jpmorgan Chase Bank, N.a. | San Clemente, CA | Jan 2019 - Sep 2019 | < 1 |
| Shorecliffs Beach Club | San Clemente, CA | Sep 2018 - Sep 2019 | 1 |
| Unemployed | San Clemente, CA | Jun 2018 - Aug 2018 | < 1 |
| Colorado State University | Fort Collins, CO | Aug 2014 - May 2018 | 3 |
| Zines Consulting | San Clemente, CA | Jan 2011 - Dec 2017 | 6 |
| Evolve Capital | Dallas, TX | Jun 2017 - Jul 2017 | < 1 |
| Shorecliffs Beach Club | San Clemente, CA | Jun 2016 - Aug 2016 | < 1 |
| Shorecliffs Beach Club | San Clemente, CA | May 2015 - Aug 2015 | < 1 |
| Shorecliffs Beach Club | San Clemente, CA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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