Donna ZinmanCRD Number: 2223112
Current Firm: Capital Advantage, Inc.
Donna Zinman (CRD# 2223112) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 24 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Capital Advantage, Inc.||Lafayette, CA||Jan 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
Total Assets Under Management892MILLIONS
Total Number of Accounts1,982ACCOUNTS
Average Account Value$449,844
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, HI, LA, NY, OR, TX, UT, WA
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