Zachary Bell (CRD# 6427658) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Brentwood, TN and has over 7 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Horizon | Brentwood, TN | Dec 2021 - Current | 2 |
| Forrester Research | Nashville, TN | Mar 2021 - Nov 2021 | < 1 |
| Unemployed | Nashville, TN | Nov 2020 - Mar 2021 | < 1 |
| Jackson National Life Distributors LLC | Franklin, TN | Feb 2016 - Oct 2020 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Brentwood, TN | Nov 2015 - Feb 2016 | < 1 |
| Waddell & Reed, Inc. | Nashville, TN | Sep 2015 - Feb 2016 | < 1 |
| Unemployed | Brentwood, TN | Jul 2015 - Sep 2015 | < 1 |
| Waddell & Reed Inc. | Nashville, TN | Dec 2014 - Jul 2015 | < 1 |
| Unemployed | Brentwood, TN | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TN
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Total Assets Under Management11,301MILLIONS
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Total Number of Accounts9,360ACCOUNTS
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Average Account Value$1,207,367
- A percentage of assets under your management
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI
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