Joshua Zillmer, financial advisor Delray Beach FL

Joshua Zillmer

CRD Number: 5335018
Current Firm: Cetera Advisors LLC

Joshua Zillmer (CRD# 5335018) is an Investment Advisor Representative working at Cetera Advisors LLC in Delray Beach, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Delray Beach FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Guy Abbanat, financial advisor Delray Beach FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Similar Advisors
Ali Abbas, financial advisor Delray Beach FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cetera Investment Advisers, LLC Schaumburg, IL Jan 2024 - Current < 1
Cetera Advisors LLC Denver, CO Aug 2018 - Current 5
Independent Financial Partners Boca Raton, FL Oct 2015 - Aug 2018 2
Lpl Financial, LLC Wellington, FL Sep 2012 - Aug 2018 5
Atlantic Capital Advisors Wellington, FL May 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Joshua Zillmer
Phone Number: 800-929-3485
Firm Website: http://cetera.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    21,228
    MILLIONS
  • Total Number of Accounts
    90,646
    ACCOUNTS
  • Average Account Value
    $234,185
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Joshua Zillmer and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.