Zacharie BethelCRD Number: 5061480
Current Firm: Raymond James & Associates, Inc.
Zacharie Bethel (CRD# 5061480) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boise, ID and has over 12 years of experience in the finance industry.
Inspire Advisors, LLC
American Independent Securities Group, LLC
|Raymond James & Associates, Inc.||Boise, ID||Nov 2021 - Current||< 1|
|Cetera Investment Advisers LLC||Boise, ID||May 2017 - Nov 2021||4|
|Cetera Investment Services LLC||St Cloud, MN||May 2017 - Nov 2021||4|
|Washington Trust Bank||Boise, ID||Mar 2016 - Nov 2021||5|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Mar 2016||1|
|Morgan Stanley Smith Barney||Boise, ID||Jun 2009 - Mar 2016||6|
|Smith Barney||Boise, ID||Oct 2005 - Mar 2016||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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