Zachary Bolling (CRD# 7490205) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 2 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizens Bank | Indian Trail, NC | Oct 2023 - Current | < 1 |
First Citizens Investor Services | Raleigh, NC | Oct 2023 - Current | < 1 |
First Citizens Investor Services | Raleigh, NC | Jan 2022 - Oct 2023 | 1 |
First Citizens Bank | Charlotte, NC | Jun 2019 - Oct 2023 | 4 |
Student, Unc Charlotte | Charlotte, NC | Aug 2018 - Jun 2019 | < 1 |
Dupont Community Credit Union | Waynesboro, VA | Jan 2017 - Aug 2018 | 1 |
Student | Waynesboro, VA | Jan 2005 - Jan 2017 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NC
-
Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
-
Average Account Value$284,149
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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