Zachary Zager (CRD# 4281303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Spicewood, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Spicewood, TX | Jun 2022 - Current | 1 |
| Lakeview Retirement Planning | Spicewood, TX | Sep 2016 - Current | 7 |
| Southern Draw | Austin, TX | Apr 2014 - Current | 10 |
| Ae Wealth Management, LLC | Topeka, KS | Sep 2016 - Jun 2022 | 5 |
| Centennial Wealth Advisory, LLC | Austin, TX | Nov 2015 - Sep 2016 | < 1 |
| Advisors Excel | Topeka, KS | Sep 2009 - Oct 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- TX
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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