Phillip ZoladzCRD Number: 6331171
Current Firm: Primerica Advisors
Phillip Zoladz (CRD# 6331171) is an Investment Advisor Representative working at Primerica Advisors in Lima, OH and has over 3 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Resolute Wealth Advisor, Inc.
|Pfs Investments Inc.||Lima, OH||May 2014 - Current||3|
|Primerica Financial Services||Lima, OH||May 2014 - Current||3|
|Ohio Northern University||Ada, OH||Aug 2009 - Current||8|
|University Of South Florida||Tampa, FL||Aug 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY