Gary Zweschper (CRD# 5351002) is an Investment Advisor Representative working at Principal Securities, Inc. in Schulenburg, TX and has over 16 years of experience in the finance industry.
CRD# 4568014
Edward Jones
CRD# 6172867
Edward Jones
CRD# 32055
Momentum Independent Network Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Middle Creek Financial | Houston, TX | Sep 2020 - Current | 3 |
| Principal Life Insurance Company | Houston, TX | Aug 2019 - Current | 4 |
| Principal Securities Inc. | Houston, TX | Mar 2016 - Current | 8 |
| Middle Creek Investments | Houston, TX | Nov 2019 - Sep 2020 | < 1 |
| Principal Life Insurance Company | Houston, TX | Jan 2013 - Aug 2019 | 6 |
| Princor Financial Services Corporation | Houston, TX | Jan 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- TX
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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