Zachary Smith, financial advisor Mount Airy NC

Zachary Smith

CRD Number: 2186986
Current Firm: Northside Group Wealth Management, LLC

Zachary Smith (CRD# 2186986) is an Investment Advisor Representative working at Northside Group Wealth Management, LLC in Mount Airy, NC and has over 32 years of experience in the finance industry. Zachary Smith 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.

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Professional Designations
Company Name Location Dates Years
Northside Group Wealth Management, LLC Mount Airy, NC Jan 2017 - Current 7
Zachary Stan Smith Dba Northside Wealth Management Mount Airy, NC Sep 2010 - Jan 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Zachary S. Smith
Phone Number: 336.783.9100
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $92,593
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC

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