Geoffrey
Zimmerman
Integrated Advisors Network LLC
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About this Advisor
Geoffrey Zimmerman is a certified financial planner operating out of Walnut Creek, California who has 5 years of relevant experience. Zimmerman is currently employed by Integrated Advisors Network LLC. Their career trajectory has included roles at Mosaic Financial Partners, Inc and Integrated Advisors Network, LLC. Zimmerman holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to work in California. Integrated Advisors Network LLC is an advisory business based in Dallas, TX. The firm has offices in 39 locations and a total of 81 people on staff. It controls $4 billion in assets between its 11,258 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charitable organizations. Of its 11,258 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. Integrated Advisors Network LLC has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services usually vary depending on which services are provided. However, fee types charged by Integrated Advisors Network LLC most likely consist of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Advisors Network LLC Brokerage Details
$3,553,521,550
81
11,258
$315,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Geoffrey Zimmerman Work History
Geoffrey has been registered as a financial advisor for 5 years.*
Integrated Advisors Network, LLC
Mosaic Financial Partners, Inc
*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 Geoffrey Zimmerman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
