Laura Kathleen Zimmerman

Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  One Capital Management
  Westlake Village, CA

Previous Registrations

• 1996-01-02 → 2005-11-03
  Payden & Rygel
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-13
• S63 Uniform Securities Agent State Law Examination
  1994-09-14

Designations

• Chartered Financial Analyst

Other Names

• Laura Kathleen Snyder