Zachry Marshall (CRD# 5937778) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tampa, FL and has over 12 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| First Command Advisory Services | Fort Worth, TX | Dec 2015 - Feb 2020 | 4 |
| First Command Financial Planning | Fort Worth, TX | Dec 2011 - Feb 2020 | 8 |
| First Command Insurance Services | Fort Worth, TX | Dec 2011 - Feb 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- FL
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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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