Antonio Zapata (CRD# 1177026) is an Investment Advisor Representative working at Assetmark, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings Inc. | Phoenix, AZ | Jun 2021 - Current | 2 |
| Assetmark Brokerage, LLC | Phoenix, AZ | Jun 2021 - Current | 2 |
| Financial Engines Advisors LLC | Santa Clara, CA | Mar 2021 - Jun 2021 | < 1 |
| Unemployed | Peoria, AZ | Dec 2020 - Mar 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Surprise, AZ | Jun 2017 - Dec 2020 | 3 |
| Unemployed | Peoria, AZ | Jan 2017 - Jun 2017 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Mar 2004 - Jan 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- AZ
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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