Zachary Paul (CRD# 6372655) is an Investment Advisor Representative working at Fermata Advisors in Sonoma, CA and has over 9 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sonoma Wealth Advisors, LLC | Sonoma, CA | Oct 2020 - Current | 3 |
| Edward Jones | St Louis, MO | Jul 2014 - Oct 2020 | 6 |
| Homemade LLC | Longmont, CO | Jan 2014 - Jul 2014 | < 1 |
| Self-employed | Longmont, CO | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- CA
- CO
- TX
-
Total Assets Under Management974MILLIONS
-
Total Number of Accounts3,843ACCOUNTS
-
Average Account Value$253,408
- 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
- Pension consulting services
AZ, CA, CO, HI, ID, LA, MD, MT, NE, OH, OR, PA, TX, UT, WA
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