Marsha Roubidoux, financial advisor Westlake Village CA
96 score

Marsha Roubidoux

CRD Number: 1266597
Current Firm: Zephyr Investment Management

Marsha Roubidoux (CRD# 1266597) is an Investment Advisor Representative working at Zephyr Investment Management in Westlake Village, CA and has over 20 years of experience in the finance industry. Marsha Roubidoux 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.

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Professional Designations
Company Name Location Dates Years
Zephyr Investment Management Westlake Village, CA Jan 2013 - Current 3
Fsc Securities Corporation Westlake Village, CA Jun 1998 - Current 18
Zephyr Investment Management Westlake Village, CA Aug 1997 - Jan 2013 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Marsha L. Roubidoux
Phone Number: 805-496-6810
Firm Website: http://www.zephyrim.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $202,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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

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