Zachary BainterCRD Number: 5675357
Current Firm: Gerber Kawasaki Wealth & Investment Management
Zachary Bainter (CRD# 5675357) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 10 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Lpl Financial LLC||Santa Monica, CA||Oct 2012 - Current||6|
|Gerber Kawasaki, Inc.||Santa Monica, CA||Jun 2010 - Current||9|
|Sagepoint Financial, Inc.||Santa Monica, CA||Jun 2009 - Oct 2012||3|
|Independent Capital Management||Los Angeles, CA||Jun 2009 - May 2010||< 1|
|Ucla||Los Angeles, CA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management778MILLIONS
Total Number of Accounts13,767ACCOUNTS
Average Account Value$56,530
- 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, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA
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