Zackary Smith, financial advisor Murray KY
90 score

Zackary Smith

CRD Number: 5969947
Current Firm: Invest Financial Corporation

Zackary Smith (CRD# 5969947) is an Investment Advisor Representative working at Invest Financial Corporation in Murray, KY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Benton, KY Aug 2011 - Current 5
Cfsb Benton, KY Dec 2010 - Current 6
Cfsb Benton, KY May 2008 - Oct 2010 2
Marshall Co Benton, KY Aug 2003 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Zackary S. Smith
Phone Number: (813) 880-5300
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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