Dillon Kazemi (CRD# 6370589) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 9 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | Gilbert, AZ | Sep 2022 - Current | 1 |
| G&m Mortgage | Albuquerque, NM | Dec 2021 - Current | 2 |
| Thompson Financial Group | Wausau, WI | May 2018 - Sep 2022 | 4 |
| Pfs Investments Inc. | Gilbert, AZ | Aug 2014 - Sep 2022 | 8 |
| Primerica Financial Services | Gilbert, AZ | Apr 2013 - Sep 2022 | 9 |
| Maids On The Spot | Mesa, AZ | Sep 2021 - Feb 2022 | < 1 |
| Green Bay Seven-up Bottling Company | Green Bay, WI | May 2017 - May 2017 | < 1 |
| Nicolet National Bank | Green Bay, WI | Aug 2016 - May 2017 | < 1 |
| Nfib | Nashville, TN | Jun 2016 - Aug 2016 | < 1 |
| Cru | Orlando, FL | Aug 2015 - Jun 2016 | < 1 |
| Village Of Rotschild | Rothschild, WI | Aug 2014 - Jun 2016 | 1 |
| University Of Wisconsin-green Bay | Green Bay, WI | Jun 2013 - May 2015 | 1 |
| Eastbay | Wausau, WI | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- AZ
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- 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
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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