Deborah AnzelcCRD Number: 5015692
Current Firm: Independent Financial Group, LLC
Deborah Anzelc (CRD# 5015692) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 15 years of experience in the finance industry. Deborah Anzelc has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Independent Financial Group||Stow, OH||Nov 2015 - Current||6|
|Anzelc & Associates, Inc.||Stow, OH||Mar 1995 - Current||27|
|Metlife Securities||Highland Hills, OH||Jan 2015 - Nov 2015||< 1|
|American Portfolios Financial Services||Holbrook, NY||Nov 2010 - Jan 2015||4|
|Penn Mutual Life Ins Co||Horsham, PA||Oct 2008 - Jan 2015||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- 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)
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, VT, WA, WI, WV, WY
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