Zachary Martin (CRD# 7511502) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Fort Wright, KY and has over 2 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Feb 2022 - Current | 2 |
| Western And Southern Life | Cincinnati, OH | Jan 2022 - Current | 2 |
| Nevada Power Products Inc. | Reno, NV | Jun 2021 - Jan 2022 | < 1 |
| University Of The Cumberlands | Williamsburg, KY | Aug 2019 - Jun 2021 | 1 |
| Control Installation Specialists | Reno, NV | Jun 2019 - Aug 2019 | < 1 |
| University Of The Cumberlands | Williamsburg, KY | Aug 2018 - Jun 2019 | < 1 |
| Control Installation Specialists | Reno, NV | May 2018 - Aug 2018 | < 1 |
| Smashburger Inc. | Folsom, CA | Aug 2017 - May 2018 | < 1 |
| Servpro Inc. | Reno, NV | May 2017 - Aug 2017 | < 1 |
| Smashburger Inc. | Folsom, CA | Oct 2016 - May 2017 | < 1 |
| Folsom Lake College | Folsom, CA | Aug 2016 - Oct 2016 | < 1 |
| North Valleys High School | Reno, NV | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- IN
- NV
- OH
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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