Vanessa Weidman, financial advisor Houston TX
93 score

Vanessa Weidman

CRD Number: 5289736
Current Firm: Zions Capital Advisors, Inc.

Vanessa Weidman (CRD# 5289736) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Amegy Bank N.a. Houston, TX Mar 2002 - Current 14
Amegy Investments, Inc. Houston, TX Feb 2007 - Dec 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Vanessa M. Weidman
Phone Number: 801-844-7700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,818
    MILLIONS
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $1,212,069
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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