Zachary Horst (CRD# 7477623) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Ephrata, PA and has 1 year of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concourse Financial Group Securities Inc. | Ephrata, PA | Feb 2023 - Current | 1 |
| Concourse Financial Group Securities Inc. | Ephrata, PA | Jul 2022 - Current | 1 |
| (dba) Pathway Financial Group | Ephrata, PA | Jan 2022 - Current | 2 |
| Concourse Financial Group Securities Inc. | Ephrata, PA | Jan 2022 - Jul 2022 | < 1 |
| Fulton Bank | Lancaster, PA | Jun 2019 - Dec 2021 | 2 |
| Precision Property Management | Lancaster, PA | Jan 2018 - Jul 2020 | 2 |
| Cedarville University | Cedarville, OH | Sep 2015 - May 2019 | 3 |
| Fulton Bank | Lancaster, PA | May 2018 - Aug 2018 | < 1 |
| Te Connectivity | Middletown, PA | May 2017 - Aug 2017 | < 1 |
| Turner Buick & Gmc | New Holland, PA | May 2016 - Aug 2016 | < 1 |
| Ebersole Brothers Construction | Mount Joy, PA | May 2015 - Aug 2015 | < 1 |
| Lancaster Mennonite Highschool | Lancaster, PA | Aug 2011 - Jun 2015 | 3 |
| Indian Run Landscaping | Mountville, PA | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- PA
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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