Geoffrey Zimmerman (CRD# 2440735) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry. Geoffrey Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Dec 2018 - Current | 5 |
| Mosaic Financial Partners, Inc. | San Francisco, CA | Apr 2007 - Dec 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- CA
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts11,998ACCOUNTS
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Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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