Kami Zonin is a CFP-designated registered investment advisor, based in Palm Coast, FL, with 24 years of industry experience.
Location
Palm Coast, FL
Get directionsHistory
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
Kami sells and monitors equity indexed annuities through Avantax Insurance Agency/Services, dedicating minimal time. She also manages office operations, provides financial planning services, owns commercial real estate, facilitates a women's financial program, and owns Zonin Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations25 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.