David Zamora (CRD# 4238009) is an Investment Advisor Representative working at Tucker Asset Management LLC in Austin, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tucker Asset Management | Littleton, CO | Mar 2024 - Current | < 1 |
| Zamora Advisory Group | Austin, TX | Jul 2018 - Current | 5 |
| Self Employed | Liberty Hill, TX | Mar 1993 - Current | 31 |
| Creativeone Wealth | Overland Park, KS | May 2023 - Feb 2024 | < 1 |
| Townsquare Capital LLC | Provo, UT | Jul 2020 - May 2023 | 2 |
| Tucker Asset Management LLC | Littleton, CO | Sep 2017 - Jul 2020 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- TX
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Total Assets Under Management476MILLIONS
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Total Number of Accounts6,427ACCOUNTS
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Average Account Value$74,137
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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