Zachary Morgan, financial advisor Greensboro NC

Zachary Morgan

CRD Number: 5369749
Current Firm: First Citizens Investor Services, Inc.

Zachary Morgan (CRD# 5369749) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greensboro, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Jul 2021 - Current 1
First Citizens Bank Greensboro, NC Jul 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Mar 2021 - Jun 2021 < 1
Truist Investment Services, Inc. Charlotte, NC Feb 2021 - Jun 2021 < 1
Bb&t Securities, LLC Richmond, VA Jan 2018 - Jun 2021 3
Bb&t Bank Charlotte, NC Aug 2014 - Jun 2021 6
Bbtis Charlotte, NC Dec 2013 - Jun 2021 7
Bb&t Bank Charlotte, NC Dec 2013 - Aug 2014 < 1
Bb&t Bank Charlotte, NC Oct 2007 - Dec 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Zachary H. Morgan
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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