Zachary Fisher (CRD# 7014476) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Kennewick, WA and has over 5 years of experience in the finance industry. Zachary Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Richland, WA | Mar 2021 - Current | 3 |
| Thornburg Securities Corp | Santa Fe, NM | Sep 2018 - Mar 2021 | 2 |
| Tap & Barrel | Richland, WA | Jun 2018 - Aug 2018 | < 1 |
| University Of Montana | Missoula, MT | Aug 2014 - May 2018 | 3 |
| First Trust Portfolios | Wheaton, IL | May 2017 - Aug 2017 | < 1 |
| Cbrc | Richland, WA | Jun 2016 - Aug 2016 | < 1 |
| Cbrc | Richland, WA | Jun 2015 - Aug 2015 | < 1 |
| Richland High School | Richland, WA | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- TX
- WA
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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