Nicholas Mazorra, financial advisor Fresno CA

Nicholas Mazorra

CRD Number: 6804624
Current Firm: Private Wealth Advisors

Nicholas Mazorra (CRD# 6804624) is an Investment Advisor Representative working at Private Wealth Advisors in Fresno, CA and has 1 year of experience in the finance industry. Nicholas 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 Fresno, CA Aug 2008 - Current 14

Nicholas Mazorra has no recent exams reported.
Contact Info for Nicholas A. Mazorra
Phone Number: 559-451-3463
Firm Website: http://www.pwa.net
Registered State(s):
  • CA
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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