Zachary Melton (CRD# 7057815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mobile, AL and has over 5 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Robertsdale, AL | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Mobile, AL | Jan 2019 - Mar 2020 | 1 |
Austal Usa | Mobile, AL | Aug 2018 - Dec 2018 | < 1 |
University Of South Alabama | Mobile, AL | Aug 2016 - Jul 2018 | 1 |
Shades Sunglasses And Casual Apparel | Orange Beach, AL | Jun 2016 - Jul 2016 | < 1 |
Central Alabama Community College | Alexander City, AL | Aug 2015 - May 2016 | < 1 |
Shades Sunglasses And Casual Apparel | Orange Beach, AL | Jun 2015 - Jul 2015 | < 1 |
Central Alabama Community College | Alexander City, AL | Aug 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- AL
- FL
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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