William Zak, financial advisor Norfolk VA

William Zak

CRD Number: 5332037
Current Firm: Zak Investment Management Company, LLC

William Zak (CRD# 5332037) is an Investment Advisor Representative working at Zak Investment Management Company, LLC in Norfolk, VA and has over 24 years of experience in the finance industry.

Similar Advisors
Arthur Grizzle, financial advisor Norfolk VA
Arthur J. Grizzle
CRD# 5685783
Martello Investments, LLC
Similar Advisors
David Abbott, financial advisor Norfolk VA
David W. Abbott
CRD# 6445258
Fidelity Personal And Workplace Advisors
Similar Advisors
Lisa Adamonis Pile, financial advisor Norfolk VA
Lisa Adamonis Pile
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Zak Investment Management Company, LLC Norfolk, VA May 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William N. Zak
Phone Number: 757-227-5600
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $941,354
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.