Waldo ZayasCRD Number: 4493755
Current Firm: Independent Financial Partners
Waldo Zayas (CRD# 4493755) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 14 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lpl Financial LLC||Tampa, FL||Jul 2012 - Current||5|
|Independent Financial Partners||Tampa, FL||Jul 2012 - Current||5|
|Valic Financial Advisors||Tampa, FL||Jun 2007 - Jul 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- 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
- 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, WY