Zachary O'brien (CRD# 5646164) is an Investment Advisor Representative working at Crown Wealth Group LLC in Advance, NC and has over 14 years of experience in the finance industry. Zachary O'brien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 4682375
Jarrod Adams Investing, LLC
CRD# 6683568
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Wealth Group LLC | Advance, NC | Feb 2020 - Current | 4 |
| Thrivent Financial For Lutherans | Appleton, WI | Nov 2009 - Feb 2020 | 10 |
| Thrivent Investment Management Inc. | Advance, NC | Jun 2009 - Feb 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- NC
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts898ACCOUNTS
-
Average Account Value$286,439
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NH, NJ, NM, NY, PA, SC, TX, VA
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