Zachary Winchester (CRD# 5996539) is an Investment Advisor Representative working at Synovus Securities, Inc. in Charleston, SC and has over 12 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Bank | Charleston, SC | Oct 2019 - Current | 4 |
| Synovus Securities, Inc. | Charleston, SC | Oct 2019 - Current | 4 |
| Synovus Securities, Inc. | Charleston, SC | Jun 2017 - Oct 2019 | 2 |
| Synovus Bank | Charleston, SC | Jun 2017 - Oct 2019 | 2 |
| Bank Of America, N.a. | Charleston, SC | Jun 2012 - Jun 2017 | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston, SC | Oct 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- AL
- FL
- GA
- NE
- NC
- SC
- TX
- VA
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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