Zora Financial

Zora Financial (CRD# 170544) is a financial advisory firm headquartered in Birmingham, AL. They manage $5,400,000 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $71,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AL, TX

Financial Advisors at Zora Financial
Showing 1 - 3 of 3 top financial advisors.
1
Jesse C. Zora
CRD#: 5967105
Birmingham, AL
96
Wealthminder
score

Jesse Zora (CRD# 5967105) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 6 years of experience in the finance industry. Jesse Zora 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.

2
Ross W. Kennedy
CRD#: 6745835
Birmingham, AL
88
Wealthminder
score

Ross Kennedy (CRD# 6745835) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has 1 year of experience in the finance industry.

3
Adam P. Kline
CRD#: 5912400
Birmingham, AL
81
Wealthminder
score

Adam Kline (CRD# 5912400) is an Investment Advisor Representative working at Zora Financial in Birmingham, AL and has over 6 years of experience in the finance industry.

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