Pedro Zamora, financial advisor Boca Raton FL

Pedro Zamora

CRD Number: 1984145
Current Firm: Synovus Securities, Inc.

Pedro Zamora (CRD# 1984145) is an Investment Advisor Representative working at Synovus Securities, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Synovus Securities, Inc. Boca Raton, FL Feb 2020 - Current 4
Synovus Bank Boca Raton, FL Feb 2020 - Current 4
Compass Employee Benefits Group, LLC Boca Raton, FL Jan 2006 - Feb 2020 14
Cetera Investment Advisers LLC Schaumburg, IL Dec 2003 - Feb 2020 16
Cetera Financial Specialists LLC Schaumburg, IL Jul 2003 - Feb 2020 16
Compass Advisory Group, LLC Boca Raton, FL Jun 2003 - Feb 2020 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Pedro L. Zamora
Phone Number: 706-649-2327
Firm Website: http://www.cfgltd.com
Registered State(s):
  • AL
  • FL
  • GA
  • HI
  • MS
  • MO
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    6,242
    MILLIONS
  • Total Number of Accounts
    12,037
    ACCOUNTS
  • Average Account Value
    $518,601
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, VI, VT, WA, WI, WV, WY

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