Zane HanzonCRD Number: 5590426
Current Firm: Royal Alliance Associates, Inc.
Zane Hanzon (CRD# 5590426) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Brighton Wealth Management, Inc.
|Royal Alliance Associates||Salt Lake City, UT||Jul 2011 - Current||5|
|Jpmorgan Chase Bank Na||Salt Lake City, UT||Sep 2008 - Jul 2011||2|
|Chase Investment Services Corp||Salt Lake City, UT||Sep 2008 - Jul 2011||2|
|Nordstrom||Orem, UT||Jun 2008 - Sep 2008||< 1|
|Brigham Young University||Provo, UT||Apr 2008 - Jun 2008||< 1|
|Thinkatomic||Orem, UT||Apr 2007 - Apr 2008||1|
|Nordstrom||Orem, UT||Apr 2007 - Aug 2007||< 1|
|Church Of Jesus Christ Of Latter-day Saints||Santiago,||Jan 2007 - Apr 2007||< 1|
|Brigham Young University - Department Of Independent Study||Provo, UT||Aug 2006 - Dec 2006||< 1|
|Nordstrom||Littleton, CO||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.