Zachery Edwards, financial advisor Mount Airy NC
93 score

Zachery Edwards

CRD Number: 6137473
Current Firm: Wells Fargo Clearing Services, LLC

Zachery Edwards (CRD# 6137473) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mount Airy, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Mount Airy, NC Nov 2016 - Current 1
Wells Fargo Advisors, LLC Mount Airy, NC Nov 2015 - Nov 2016 1
Edward Jones St. Louis, MO Nov 2012 - Nov 2015 3
Healthcare Services Group Bensalem, PA Jun 2010 - Aug 2012 2
Easter Seals Ucp Of Nc Mount Airy, NC Oct 2007 - Jun 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Zachery D. Edwards
Phone Number: 314-875-3000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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