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.
Uma Financial Services Inc.
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