Max Zubiate is a registered investment advisor, based in Colorado Springs, CO, with 29 years of industry experience.
Location
5555 Erindale Dr, Ste 101, Colorado Springs, CO, 80918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Max works as a financial advisor for Academy Wealth Management Group, spending full-time hours on this activity. He is also an insurance agent, selling fixed and term life insurance with various companies, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
H&r Block Financial Advisors, INC.
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.