Dustin
Zahn

Wedbush Securities Inc

CRD#6389186
Investment Advisor
in Los Angeles, CA

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About this Advisor

Dustin Zahn is a financial advisor based out of Los Angeles, California who has 1 year of industry experience. Zahn currently works for Wedbush Securities Inc. During their career, Zahn has held roles at Guardian Life Ins, Park Ave Securities, Dz Collections, Metlife Securities Inc, Msi Financial, Massachusetts Mutual Life Insurance Company, Mml Investors Services, E*Trade Securities LLC, E*Trade Capital Management LLC and Wedbush Securities. Zahn has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Wedbush Securities Inc is a financial advisory company headquartered in Los Angeles, CA. The investment advisory business has offices in 58 locations and a total of 920 employees. It controls $4 billion in total assets across its 8,553 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 8,553 accounts, just 14% are held by high-net-worth clients who have more than $1 million in investable assets. Wedbush Securities Inc offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically vary depending on the type of financial services offered. Fee types billed by Wedbush Securities Inc likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1000 Wilshire Blvd Ste 900
Los Angeles, CA 90017

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$3,857,311,726

CA Average: $7,578,581,321
Total Number of Employees

920

CA Average: 43
Total Number of Accounts

8,553

CA Average: 3,727
Average Account Size

$450,989

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dustin Zahn Work History

Dustin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wedbush Securities

2020 - 2022 (2 years)

E*Trade Securities LLC

2020 - 2022 (2 years)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2019 - 2020 (1 year)

E*Trade Capital Management LLC

2017 - 2019 (2 years)

Massachusetts Mutual Life Insurance Company

2017 - 2019 (2 years)

Mml Investors Services

2016 - 2017 (1 year)

Msi Financial

2015 - 2016 (1 year)

Metlife Securities Inc

2014 - 2015 (1 year)

Guardian Life Ins

2014 - 2015 (1 year)

Park Ave Securities

2010 - 2014 (4 years)

Dz Collections

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dustin Zahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wedbush Securities Inc

Wendy Olson
Gleneden Beach, OR
Eliza Forastieri-Pitsikalis
Jersey City, NJ
Jonathan Monaco
Newport Beach, CA
Jordan Tiu
Los Angeles, CA
Kendra Kaska
Anchorage, AK
Kevin Sesny
Los Angeles, CA
Alicia Sorensen
Los Angeles, CA
David Yi
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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