Douglas ZimaCRD Number: 1084118
Current Firm: Securities America Advisors, Inc.
Douglas Zima (CRD# 1084118) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Onawa, IA and has over 34 years of experience in the finance industry.
Heacock & Jones Financial Services, Inc.
Cetera Investment Advisers LLC
Honkamp Krueger Financial Services Inc.
|Securities America Inc.||Onawa, IA||Jul 2013 - Current||3|
|Securities America Advisors||Onawa, IA||Jul 2013 - Current||3|
|Equitable Life Of Iowa||Des Moines, IA||Oct 1981 - Current||35|
|Zima Insurance & Investments Inc.||Blencoe, IA||Mar 1981 - Current||36|
|Vsr Advisory Services||Overland Park, KS||Aug 2007 - Jul 2013||5|
|Vsr Financial Services Inc.||Overland Park, KS||Oct 2001 - Jul 2013||11|
|The Masters (division Of Vsr)||Overland Park, KS||Jan 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S66||NASAA Uniform Combined State Law Examination||Mar 2000|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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