Catherine Zaino, financial advisor Springfield OH
89 score

Catherine Zaino

CRD Number: 1782498
Current Firm: Advantage Investment Management, LLC

Catherine Zaino (CRD# 1782498) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Springfield, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Advantage Investment Management, LLC Springfield, OH Sep 2013 - Current 3
Lpl Financial LLC Springfield, OH Aug 2013 - Current 3
Valic Financial Advisors Columbus, OH Nov 2010 - Aug 2013 2
Spirit Resources Dublin, OH Feb 2005 - Nov 2010 5
Spirit Resources Dublin, OH Feb 2005 - Nov 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
Contact Info for Catherine C. Zaino
Phone Number: 319-366-7300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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