Ken Mazzie (CRD# 1608470) is an Investment Advisor Representative working at Avantax Advisory Services in Palm Coast, FL and has over 23 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 6991432
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency | Palm Coast, FL | Dec 2005 - Current | 18 |
| Avantax Advisory Services | Palm Coast, FL | Oct 2004 - Current | 19 |
| Avantax Investment Services, Inc. | Palm Coast, FL | Jan 2003 - Current | 21 |
| Mazzie & Co LLC | Palm Coast, FL | Jan 2003 - Current | 21 |
| Cadaret, Grant & Company, Inc. | Paramus, NJ | Mar 1995 - Nov 2015 | 20 |
| Atlantic Investor Markets | Fairfield, NJ | Nov 1992 - Nov 2015 | 23 |
| Ken J. Mazzie,cpa | Paterson, NJ | Jun 1983 - Nov 2015 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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