Laura Zimmerman, financial advisor Westlake Village CA
96 score

Laura Zimmerman

CRD Number: 1797398
Current Firm: One Capital Management, LLC

Laura Zimmerman (CRD# 1797398) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
One Capital Management Westlake Village, CA Nov 2009 - Current 7
Dalton Investments Los Angeles, CA Mar 2007 - Nov 2009 2
Unemployed Sherman Oaks, CA Jun 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Laura K. Zimmerman
Phone Number: 805.409.8150
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    921
    MILLIONS
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $524,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, KS, NH, NY, OH, OR, TX, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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