Nicholas MazorraCRD 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.
Commonwealth Financial Network
Diversified Wealth Management Solutions, LLC
Ameriprise Financial Services, LLC
|Private Wealth Advisors||Fresno, CA||Aug 2008 - Current||14|
Total Assets Under Management353MILLIONS
Total Number of Accounts415ACCOUNTS
Average Account Value$851,759
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, TX
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