Unclaimed Profile

Marsha Lynn Roubidoux

ZEPHYR INVESTMENT MANAGEMENT·WESTLAKE VILLAGE, California

Clean recordZEPHYR INVESTMENT MANAGEMENT

3625 EAST THOUSAND OAKS BLVD, WESTLAKE VILLAGE, CA 91362CRD# 1266597Firm CRD# 108020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marsha Lynn Roubidoux · WESTLAKE VILLAGE, CA

Registration

CRD #1266597 · ZEPHYR INVESTMENT MANAGEMENT

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marsha Lynn Roubidoux is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with ZEPHYR INVESTMENT MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ZEPHYR INVESTMENT MANAGEMENT

AUM

$61M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1266597

Firm CRD# 108020

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marsha Lynn Roubidoux offer?

Marsha Lynn Roubidoux specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Marsha Lynn Roubidoux's credentials?

Marsha Lynn Roubidoux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marsha Lynn Roubidoux located?

Marsha Lynn Roubidoux is based in WESTLAKE VILLAGE, California, working with ZEPHYR INVESTMENT MANAGEMENT. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Marsha Lynn Roubidoux charge for services?

Marsha Lynn Roubidoux's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEPHYR INVESTMENT MANAGEMENT?

ZEPHYR INVESTMENT MANAGEMENT has approximately 1 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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