Zachary PaytonCRD Number: 5374785
Current Firm: Wells Fargo Clearing Services, LLC
Zachary Payton (CRD# 5374785) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Columbia, MD and has over 4 years of experience in the finance industry. Zachary Payton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Wells Fargo Clearing Services, LLC||Columbia, MD||Nov 2016 - Current||1|
|Wells Fargo Advisors, LLC||Columbia, MD||Oct 2013 - Nov 2016||3|
|Northrop Grumman Corporation||Baltimore, MD||Jan 2010 - Oct 2013||3|
|Full-time Education (university Of Florida)||Gainesville, FL||Aug 2009 - Dec 2009||< 1|
|Redhead Advertising Agency||Ellicott City, MD||Jun 2009 - Aug 2009||< 1|
|Full-time Education (university Of Florida)||Gainesville, FL||Aug 2008 - Jun 2009||< 1|
|Redhead Advertising Agency||Ellicott City, MD||May 2008 - Aug 2008||< 1|
|Full-time Education (university Of Florida)||Gainesville, FL||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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, 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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