Michael ZimmermanCRD 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.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Ic Advisory Services, Inc.
|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|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Selection of other advisers (including private fund managers)
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