Zane Christian (CRD# 5798572) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 13 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5526985
Potomac Fund Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsview Asset Management | Grants Pass, OR | Jan 2018 - Current | 6 |
| Wells Fargo Clearing Services, LLC | San Antonio, TX | Nov 2016 - Current | 7 |
| Wells Fargo Advisors | Waco, TX | Oct 2014 - Jan 2018 | 3 |
| Edward Jones Investments | Waco, TX | Jun 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2010 |
- TX
-
Total Assets Under Management4,846MILLIONS
-
Total Number of Accounts18,332ACCOUNTS
-
Average Account Value$264,329
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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