Martin Mazorra, financial advisor Fresno CA

Martin Mazorra

CRD Number: 1586018
Current Firm: Private Wealth Advisors

Martin Mazorra (CRD# 1586018) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has over 29 years of experience in the finance industry. Martin Mazorra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Wealth Advisors, LLC Fresno, CA Sep 2006 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Martin L. Mazorra
Phone Number: 559-451-3463
Firm Website: http://www.pwa.net
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    353
    MILLIONS
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $851,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, ID, TX

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