AZ
AZ

Andrew Lawrence Zinn

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

4090 Burton Drive, Suite 9, Cambria, CA, 93428

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is a director for the Lions Club of Cambria, a non-profit organization, dedicating minimal time. He is also an independent insurance agent selling insurance and annuities, dedicating minimal time.

Employment History
Current Registrations
Mutual Advisors, LLC
July 2013 - Present · 12 yrs 7 mos
Mutual Securities, INC.
November 2009 - Present · 16 yrs 3 mos
Mutual Securities, INC.Broker
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Mutual Securities, INC.
November 2009 - July 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2008 - December 2009 · 1 yr 10 mos
Citigroup Global Markets INC.
February 2008 - December 2009 · 1 yr 10 mos
UBS Financial Services INC.
January 2003 - February 2008 · 5 yrs 1 mo
UBS Financial Services INC.Broker
January 2003 - February 2008 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
September 2000 - January 2003 · 2 yrs 4 mos
Prudential Securities Incorporated
September 2000 - January 2003 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - September 2000 · 2 yrs 8 mos
State Registrations4 states
CAMONEOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Lawrence Zinn - Financial Advisor | TrueAdvisor