Zachary Madick (CRD# 7273946) is an Investment Advisor Representative working at Perennial Financial Services in Sherman Oaks, CA and has 1 year of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perennial Investment Advisors, LLC | Los Angeles, CA | Jul 2020 - Current | 3 |
| Goosehead Insurance/oki Insurance | Encino, CA | Nov 2018 - Current | 5 |
| Na | Tarzana, CA | Mar 2017 - Nov 2018 | 1 |
| Jcc | Scottsdale, AZ | May 2016 - Mar 2017 | < 1 |
| Natrol | Chattsworth, CA | Sep 2015 - Feb 2016 | < 1 |
| Mqmr | Encino, CA | Mar 2013 - Jun 2015 | 2 |
- CA
-
Total Assets Under Management1,484MILLIONS
-
Total Number of Accounts2,590ACCOUNTS
-
Average Account Value$572,880
- 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)
AZ, CA, CO, FL, GA, HI, ID, IL, MN, MT, NC, NJ, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WI
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