Zachary BownCRD Number: 7099012
Current Firm: Fidelity Personal And Workplace Advisors
Zachary Bown (CRD# 7099012) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Fidelity Brokerage Services LLC||American Fork, UT||Apr 2019 - Current||3|
|State Of Utah - Utah State Prison||Draper, UT||Oct 2017 - Mar 2019||1|
|State Of Utah - Cenral Utah Correctional Facility||Gunnison, UT||Mar 2015 - Oct 2017||2|
|Utah State University||Logan, UT||Aug 2015 - May 2017||1|
|Admiral Beverage Company - Pepsi-cola Of Salina||Salina, UT||Sep 2014 - May 2015||< 1|
|Snow College||Ephraim, UT||Jan 2014 - Jan 2015||1|
|Kz's Shaved Ice||Manti, UT||Mar 2014 - Sep 2014||< 1|
|State Of Utah - Palisade Golf Course||Sterling, UT||Mar 2014 - Sep 2014||< 1|
|The Church Of Jesus Christ Of Latter Day Saints||Bengaluru,||Jan 2012 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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