AS

Akhtar Zan Sattar

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

1410 Piedmont Drive East, Tallahassee, FL, 32308

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Analysts
April 2018 - Present · 7 yrs 9 mos
Lincoln Investment
April 2018 - Present · 7 yrs 9 mos
Lincoln Investment Broker
March 2016 - Present · 9 yrs 10 mos
Previous Registrations
Signator Investors, INC.Broker
December 2015 - March 2016 · 3 mos
Signator Financial Services, INC.Broker
September 2002 - December 2015 · 13 yrs 3 mos
First Allied Securities, INC.Broker
January 2002 - September 2002 · 8 mos
Washington Square Securities, INC. Broker
September 1999 - September 2001 · 2 yrs
Garco Equity Sales, INC.Broker
April 1987 - March 1996 · 8 yrs 11 mos
State Registrations10 states
ALAZCACOFLGANCNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.