Douglas Zidel, financial advisor Frisco CO

Douglas Zidel

CRD Number: 1449410
Current Firm: Zidel Financial Inc.
Compensation Model: Fee Only
Douglas Zidel (CRD# 1449410) is an Investment Advisor Representative working at Zidel Financial Inc. in Frisco, CO and has over 30 years of experience in the finance industry.
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Company Name Location Dates Years
Lasalle St Securities Palm Baech Garden, FL Sep 2001 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Oct 2004
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas Zidel
Phone Number: 970-409-4466
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $290,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, NY, TX

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Data verified by both the advisor and the public regulatory data.

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