Zachary Pumphrey (CRD# 7645861) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Oppenheimer & Company Inc. | North Palm Beach, FL | Oct 2022 - Current | 1 |
Carpentry By Turchetta | Jupiter, FL | Jul 2017 - Aug 2022 | 5 |
Florida State University | Tallahassee, FL | Aug 2018 - May 2022 | 3 |
The Medina Group LLC | Tallahassee, FL | Nov 2021 - Jan 2022 | < 1 |
Cohen Commercial Real Estate | North Palm Beach, FL | May 2021 - Aug 2021 | < 1 |
Jupiter High School | Jupiter, FL | Aug 2014 - May 2018 | 3 |
U-tiki Beach | Jupiter, FL | Jan 2016 - Dec 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- FL
- TX
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Total Assets Under Management27,451MILLIONS
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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