Anatoly Zuban (CRD# 1666325) is an Investment Advisor Representative working at A. To Z. Financial Consulting And Wealth Management in San Diego, CA and has over 36 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 4503027
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atz Consulting | San Diego, CA | Jun 2014 - Current | 9 |
| A To Z Financial Consulting And Wealth Management | San Diego, CA | Jun 1994 - Current | 29 |
| Icma Retirement Corp | Washington, DC | Jun 2003 - Jul 2014 | 11 |
| Icma-rc Services, LLC | Washington, DC | Nov 1997 - Jul 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management3MILLIONS
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Total Number of Accounts12ACCOUNTS
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Average Account Value$210,250
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA
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