Zachary Pacleb (CRD# 7569785) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hilo, HI and has 1 year of experience in the finance industry.
CRD# 4509445
Chacko-hertz Financial Solutions LLC
CRD# 5176489
Lpl Financial LLC
CRD# 1729107
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zachary Pacleb Insurance Agency | Hilo, HI | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp. | Hilo, HI | Jun 2022 - Current | 1 |
| State Farm Insurance | Hilo, HI | Jun 2022 - Jan 2023 | < 1 |
| Hope Chu Hing Insurance Agency | Hilo, HI | Apr 2022 - Jun 2022 | < 1 |
| Robert Shimabuku Insurance Agency | Keaau, HI | Nov 2018 - Jun 2022 | 3 |
| Big Island Federal Credit Union | Hilo, HI | Sep 2010 - Nov 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- HI
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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