Andrew ZinnCRD Number: 2976679
Current Firm: Mutual Advisors, LLC
Andrew Zinn (CRD# 2976679) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cambria, CA and has over 20 years of experience in the finance industry.
Strategic Wealth Advisors Group
Lpl Financial LLC
Northwest Asset Management
|Mutual Securities, Inc.||Cambria, CA||Nov 2009 - Current||8|
|Citigroup Global Markets, Inc.||Paso Robles, CA||Feb 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management777MILLIONS
Total Number of Accounts2,411ACCOUNTS
Average Account Value$322,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, ID, IL, LA, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WY
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