Gerald Joseph Zins
Financial AdvisorSummit Wealth Management Group, Inc.CRD 1507393
About Gerald Joseph Zins
Gerald Joseph Zins is listed as Financial Advisor at Summit Wealth Management Group, Inc. in Camarillo, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Summit Wealth Management Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gerald Joseph Zins work?
Gerald Joseph Zins is listed as Financial Advisor at Summit Wealth Management Group, Inc. on SEC Form ADV.
How much of Summit Wealth Management Group, Inc. does Gerald Joseph Zins own?
Form ADV reports a beneficial ownership band of 10-25%.
Summit Wealth Management Group, Inc.
| Title | Financial Advisor |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2014 |