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Zenas Norman Gurley

Momentum Independent Network Inc.

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About Zenas Norman Gurley

Zenas Norman Gurley is an Investment Advisor Representative at Momentum Independent Network Inc.. Gurley is a veteran of the financial services industry, with over 40 years of experience. Gurley has held previous positions at NTB FINANCIAL CORPORATION, BERRY-SHINO SECURITIES, INC., D.E. FREY & COMPANY, INC., SMITH BARNEY SHEARSON INC., EVEREN SECURITIES, INC., FIRST AMERICA EQUITIES CORP., DAIN BOSWORTH INCORPORATED, E. F. HUTTON & COMPANY INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.. Zenas Gurley is registered with FINRA as a General Securities Representative and Registered Options Principal. Gurley has a Series 65 license for Investment Adviser and a Series 63 license for Uniform Securities Agent State Law. Zenas Gurley has experience with financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Zenas Gurley is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1 fees

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Zenas Gurley’s Registration & Firm History

CO

01/03/2023 - Present

Momentum Independent Network Inc. (Colorado Springs CO)

AZ

06/28/2002 - 12/31/2022

NTB FINANCIAL CORPORATION (Scottsdale AZ)

AZ

01/14/1999 - 07/01/2002

BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)

CO

04/25/1994 - 12/31/1998

D.E. FREY & COMPANY, INC. (DENVER CO)

NY

10/21/1993 - 04/26/1994

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

MO

08/07/1992 - 10/27/1993

EVEREN SECURITIES, INC. (ST. LOUIS MO)

CO

04/26/1990 - 07/31/1992

D.E. FREY & COMPANY, INC. (DENVER CO)

NA

04/26/1990 - 09/13/1991

FIRST AMERICA EQUITIES CORP.

NA

03/25/1986 - 04/26/1990

DAIN BOSWORTH INCORPORATED

NA

03/15/1976 - 03/27/1986

E. F. HUTTON & COMPANY INC

NA

08/26/1974 - 05/12/1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

IA

Issued 01/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/1999

Series 24 - General Securities Principal Examination

BC

Issued 09/13/1977

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1992

PC - AMEX Put and Call Exam

BC

Issued 08/21/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Zenas Norman Gurley. Review regulatory record here.
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