Gian-piero Pazzia, financial advisor Pasadena CA

Gian-piero Pazzia

CRD Number: 7055092
Current Firm: Avantax Advisory Services

Gian-piero Pazzia (CRD# 7055092) is an Investment Advisor Representative working at Avantax Advisory Services in Pasadena, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Pasadena, CA Oct 2019 - Current 3
Avantax Advisory Services Pasadena, CA Oct 2019 - Current 3
Krost Cpas 790 E Colorado Blvd, CA Jan 2012 - Current 11
Kbkg Inc. 790 E Colorado Blvd, CA Jan 2004 - Current 19
1st Global Capital Corp Pasadena, CA Jan 2019 - Oct 2019 < 1
1st Global Advisors, Inc. Pasadena, CA Jan 2019 - Oct 2019 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Gian-piero Pazzia
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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