Zacharie Bethel, financial advisor Boise ID

Zacharie Bethel

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Zacharie S. Bethel
Phone Number: 727-567-1000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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