Cdfinancial

Cdfinancial (CRD# 165317) is a financial advisory firm headquartered in Orange, CA. They manage $7,500,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $60,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cdfinancial
Showing 1 - 1 of 1 top financial advisors.
1
Charles J. Dzama
CRD#: 5648374
134 S. Glassell St. Suite M, Orange, CA 92866
90
Wealthminder
score

Charles Dzama (CRD# 5648374) is an Investment Advisor Representative working at Cdfinancial in Orange, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.