James Zimmerman
James Zimmerman is a registered investment advisor at Cetera Investment Advisers LLC, based in Salisbury, MD, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
953 Mt Hermon Rd, Salisbury, MD, 21804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates Comprehensive Financial Solutions as a DBA for financial services, dedicating a full-time amount of time to it. He also owns Bryant's Landscaping and is an employee of Legendary Landscape Inc., spending a few hours per week on each landscaping business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
State Registrations7 states
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