Zachary CogginsCRD Number: 6173757
Current Firm: Cetera Investment Advisers LLC
Zachary Coggins (CRD# 6173757) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, SC and has over 6 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Davinci Financial Designs
|Cetera Investment Advisers LLC||Schaumburg, IL||Jun 2023 - Current||< 1|
|Cetera Advisor Networks LLC||El Segundo, CA||Jun 2021 - Current||2|
|Grookett And Associates, Inc.||Columbia, SC||Jun 2012 - Current||11|
|Self Employed||Columbia, SC||Jan 2008 - Current||15|
|Voya Finacial Advisors||Columbia, SC||Sep 2014 - Jun 2021||6|
|Ing Financial Partners, Inc.||Columbia, SC||Mar 2013 - Aug 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management33,356MILLIONS
Total Number of Accounts176,986ACCOUNTS
Average Account Value$188,469
- 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)
- Educational seminars/workshops
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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