Zachary Robinson, financial advisor Fort Worth TX
88 score

Zachary Robinson

CRD Number: 6404583
Current Firm: Wells Fargo Advisors, LLC

Zachary Robinson (CRD# 6404583) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Worth, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Fort Worth, TX Oct 2014 - Current 2
Wells Fargo Bank, Na Fort Worth, TX Apr 2010 - Current 6
Heritage Pie Company Fort Worth, TX Jul 2007 - Apr 2010 2
Mimi's Cafe Fort Worth, TX Nov 2006 - Jul 2007 < 1
On The Border Fort Worth, TX Mar 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Zachary W. Robinson
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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