Bobbie Zerby (CRD# 6978795) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Leandro, CA and has over 5 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 6424586
Global Retirement Partners LLC
CRD# 3082569
Schneider Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Walnut Creek, CA | Sep 2018 - Current | 6 |
Massmutual Life Insurance Company | Walnut Creek, CA | Sep 2017 - Current | 7 |
Lime Light Crm | San Francisco, CA | Aug 2016 - Oct 2017 | 1 |
Hood And Strong | San Francisco, CA | Aug 2013 - Jul 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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