Zachary Means (CRD# 5002275) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 13 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Means Investment Co, Inc. | Bangor, ME | Sep 2021 - Current | 2 |
| Means Investment Company, Inc. | Bangor, ME | Jul 2009 - Sep 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
- TX
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Total Assets Under Management744MILLIONS
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Total Number of Accounts2,817ACCOUNTS
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Average Account Value$264,039
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, FL, MA, ME, NC, NH, NY, SC, TX, VA, WA
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