George Zachary, financial advisor Graham NC
90 score

George Zachary

CRD Number: 6042145
Current Firm: Wells Fargo Advisors, LLC

George Zachary (CRD# 6042145) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Graham, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Graham, NC Mar 2012 - Current 4
Wells Fargo Bank Na Graham, NC Feb 2011 - Current 5
Unemployed Burlington, NC Jul 2010 - Jan 2011 < 1
Vantagesouth Bank Burlington, NC May 2007 - Jun 2010 3
Randolph Bank And Trust Asheboro, NC Sep 1991 - May 2007 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for George D. Zachary
Phone Number: 314-875-3000
Registered State(s):
  • NC
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
90
Clean Record
This advisor has a clean track record with regulators.

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