Financial advisers in Camarillo, California

6 profiles with reported offices in Camarillo, California. Explore advisers’ roles, firms and public regulatory records.

Adviser profiles

Gerald ZinsFinancial AdvisorSummit Wealth Management GroupCRD 1507393
Peter KozakManaging Member, Chief Compliance OfficerBrightPath Wealth PlanningCRD 2765784
Neil WestermanInvestment adviser representativeSummit Wealth Management GroupCRD 5037394
Christina ZinsChief Executive Officer and Chief Compliance OfficerSummit Wealth Management GroupCRD 6344132
Karen JonesInvestment adviser representativeSummit Wealth Management GroupCRD 6415876
Gavin DayInvestment adviser representativeYour IaCRD 8330091

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.