Zachary GilliamCRD Number: 6128640
Current Firm: Wells Fargo Advisors, LLC
Zachary Gilliam (CRD# 6128640) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Greenville, SC and has over 5 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Wells Fargo Advisors LLC||Mauldin, SC||Oct 2012 - Current||5|
|Wells Fargo Bank Na||Mauldin, SC||Sep 2009 - Current||8|
|Appalachian Outfitters||Greenville, SC||May 2006 - Sep 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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