Zachary Campbell, financial advisor Uniontown OH

Zachary Campbell

CRD Number: 6090173
Current Firm: Rfg Advisory, LLC

Zachary Campbell (CRD# 6090173) is an Investment Advisor Representative working at Rfg Advisory, LLC in Uniontown, OH and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Client Services Uniontown, OH Mar 2023 - Current 1
Rfg Advisory, LLC Uniontown, OH Mar 2023 - Current 1
Equitable Advisors, LLC New York, NY May 2016 - Mar 2023 6
Axa Advisors, LLC New York, NY May 2016 - Jun 2020 4
Unemployed Akron, OH Feb 2016 - May 2016 < 1
Charles Schwab & Company, Inc. San Francisco, CA Mar 2015 - Feb 2016 < 1
Charles Schwab Bank Richfield, OH Jun 2012 - Feb 2016 3
Charles Schwab & Company, Inc. Richfield, OH Jun 2012 - Mar 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Zachary B. Campbell
Phone Number: 205-397-2450
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,859
    MILLIONS
  • Total Number of Accounts
    17,871
    ACCOUNTS
  • Average Account Value
    $215,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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