Sargon Zia, financial advisor Peoria AZ

Sargon Zia

CRD Number: 5039966
Current Firm: Coherent Financial Advisers, LLC

Sargon Zia (CRD# 5039966) is an Investment Advisor Representative working at Coherent Financial Advisers, LLC in Peoria, AZ and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Coherent Financial Advisers, LLC Peoria, AZ Jan 2016 - Current 5
Wealth Management International Peoria, AZ Dec 2011 - Dec 2015 4
The Vanguard Group, Inc. Scottsdale, AZ Sep 2010 - Dec 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
Contact Info for Sargon Y. Zia
Phone Number: (623) 432-1157
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $274,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ

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