Michael Zimmerman, financial advisor Lancaster PA
93 score

Michael Zimmerman

CRD Number: 5597437
Current Firm: J. W. Cole Advisors, Inc.

Michael Zimmerman (CRD# 5597437) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lancaster, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jan 2012 - Current 4
Jonathan Roberts Advisory Group, Inc. Tampa, FL Jan 2012 - Current 4
Boyd Senior Planning Lancaster, PA Jul 2008 - Current 8
First Liberties Financial New York, NY Jul 2010 - Jan 2012 1
Workman Securities Corporation Eden Prairie, MN Sep 2008 - Jun 2010 1
Glaxosmithkline Collegeville, PA Feb 2001 - Jul 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Michael N. Zimmerman
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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