Gian-piero PazziaCRD 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.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|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|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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