Zachary Herzog (CRD# 6245971) is an Investment Advisor Representative working at Wolfgang Capital in Temecula, CA and has over 10 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wolfgang Capital LLC | Temecula, CA | May 2016 - Current | 7 |
| Wolfgang Financial And Insurance Agency | Temecula, CA | Oct 2014 - Current | 9 |
| Wolfgang Investments LLC | Temecula, CA | Oct 2012 - Current | 11 |
| T&t Capital Management | Irvine, CA | Jun 2014 - May 2016 | 1 |
| Diverse Financial Advisors, LLC | Newport Beach, CA | Aug 2013 - Aug 2014 | 1 |
| Diverse Financial | Newport Beach, CA | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- AZ
- CA
- TX
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts520ACCOUNTS
-
Average Account Value$124,231
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX
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