Zach Beck, financial advisor Buford GA
93 score

Zach Beck

CRD Number: 6055411
Current Firm: Primerica Advisors

Zach Beck (CRD# 6055411) is an Investment Advisor Representative working at Primerica Advisors in Buford, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Buford, GA Aug 2014 - Current 3
Primerica Financial Services Buford, GA Jan 2012 - Current 6
University Of West Georgia Carrollton, GA Jun 2007 - Dec 2011 4
Rabun County High School Clayton, GA Jan 2002 - Jun 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Zach Beck
Phone Number: 800-544-5445
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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