Gregory
Zedlar
California Capital Management
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About this Advisor
Gregory Zedlar is a chartered financial consultant operating out of North Hollywood, California with 19 years of relevant experience. Zedlar is on the advisory team at California Capital Management. Zedlar has gained experience at Lpl Financial, LLC (Formerly: Linsco/Private Ledger), California Capital Management and Purshe Kaplan Sterling Investments. Zedlar has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Florida and Texas. California Capital Management is a financial advisory company that has its headquarters in Sherman Oaks, CA. It manages $260 million in assets across its 1,136 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,136 client accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by California Capital Management likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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California Capital Management Brokerage Details
$259,475,475
10
1,136
$228,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregory Zedlar Work History
Gregory has been registered as a financial advisor for 19 years.*
California Capital Management
Purshe Kaplan Sterling Investments
Lpl Financial, LLC (Formerly: Linsco/Private Ledger)
*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 Gregory Zedlar 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 California Capital Management
Sherman Oaks, CA
Sherman Oaks, CA
North Hollywood, CA
Sherman Oaks, CA
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