James M. Zurlo
Concept Asset Management
Financial Planner in Ridgefield, CT
Address:1 Sharp Hill Ln
Ridgefield, CT 06877
About James M. Zurlo
James Zurlo is a financial professional at Concept Asset Management located in Ridgefield, Connecticut. James Zurlo holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S3, S6, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Zurlo provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Zurlo1 Sharp Hill Ln
Ridgefield, CT 06877
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Ridgefield, Connecticut? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.