Zora Financial

Zora Financial (CRD# 170544) is a financial advisory firm headquartered in Birmingham, AL. They manage $49,927,034 in 354 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

P.o. Box 550325, Birmingham, AL 35255

http://www.zorafinancial.biz

By the Numbers

Total Assets Under Management

50

MILLION
Total Number of Accounts

354

ACCOUNTS
Average Account Value

$141,037

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AL, LA, TX, UT

Financial Advisors at Zora Financial

Showing 1 - 2 of 2 top financial advisors.

Ross W. Kennedy

CRD#: 6745835

Birmingham, AL

Ross Kennedy (CRD# 6745835) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 7 years of experience in the finance industry.

Jesse C. Zora

CRD#: 5967105

Birmingham, AL

Jesse Zora (CRD# 5967105) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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