Zachary Inglis (CRD# 7022231) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marlton, NJ and has over 5 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Marlton, NJ | Feb 2021 - Current | 3 |
Equitable Advisors, LLC | New York, NY | Jun 2019 - Feb 2021 | 1 |
Axa Advisors, LLC | New York, NY | Jun 2019 - Jun 2020 | 1 |
National Financial Services LLC | Jersey City, NJ | Jun 2016 - May 2019 | 2 |
Rowan University | Glassboro, NJ | Sep 2012 - Jun 2016 | 3 |
Fidelity Investments | Jersey City, NJ | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NJ
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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