Zachary Groover (CRD# 7286957) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6127350
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Atlanta, GA | Aug 2021 - Current | < 1 |
| Principal Securities Inc. | Atlanta, GA | Aug 2021 - Current | < 1 |
| New York Life | Atlanta, GA | Jul 2021 - Aug 2021 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Jan 2021 - Aug 2021 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Jun 2020 - Jan 2021 | < 1 |
| Vipkid | Flowery Branch, GA | Apr 2020 - Sep 2020 | < 1 |
| University Of North Georgia | Gainesville, GA | May 2013 - May 2020 | 7 |
| Georgia Farm Bureau | Cumming, GA | Nov 2018 - Mar 2020 | 1 |
| Northeast Georgia Medical Center | Gainesville, GA | Jun 2015 - Oct 2018 | 3 |
| East Hall High School | Gainesville, GA | Aug 2009 - May 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- GA
-
Total Assets Under Management11,439MILLIONS
-
Total Number of Accounts44,544ACCOUNTS
-
Average Account Value$256,795
- A percentage of assets under your management
- Hourly charges
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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