James ZgliniecCRD Number: 5941418
Current Firm: Centaurus Financial, Inc.
James Zgliniec (CRD# 5941418) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Ventura, CA and has over 5 years of experience in the finance industry.
Greyfox Investors LLC
Lamia Financial Group, Inc.
Fairfield, Bush & Company
|Centaurus Financial, Inc.||Anaheim, CA||Apr 2012 - Current||5|
|Metlife Securities||Los Angeles, CA||Jun 2011 - Apr 2012||< 1|
|Marriott International||Bethesda, MD||Dec 2000 - Jun 2011||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV