Advisor at Westminster Financial Advisory Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westminster Financial Advisory Corp
Location
Hudson, FL
Credentials
Series 63, Series 65
Industry experience
49 years
Louis Zone is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy enhanced by tactical overlays and cyclical analysis.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
Hudson, FL
Florida · Virginia
Westminster Financial Securities, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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