Raymond ZimmermannCRD Number: 1327727
Current Firm: Raymond James Financial Services Advisors, Inc.
Raymond Zimmermann (CRD# 1327727) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hutchinson, MN and has over 33 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Ameriprise Financial Services, Inc.
Independent Investment Services, Inc.
|Raymond James Financial Services, Inc.||Hutchinson, MN||Oct 2002 - Current||15|
|Raymond James Financial Services Advisors, Inc.||Hutchinson, MN||Oct 2002 - Current||15|
|Independent Insurance Sales Agent||Minneapolis, MN||Dec 2003 - Jan 2009||5|
|St. Johns Church||Darwin, MN||Nov 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1985|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV