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.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 6535471
Commonwealth Financial Network
CRD# 4629095
Mml Investors Services, LLC
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 |
- OH
-
Total Assets Under Management3,859MILLIONS
-
Total Number of Accounts17,871ACCOUNTS
-
Average Account Value$215,951
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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