Zackary Royce (CRD# 6999116) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 5 years of experience in the finance industry. Zackary Royce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Falcon Wealth Planning, Inc. | Ontario, CA | Jun 2022 - Current | 1 |
| Falcon Wealth Planning, Inc. | Ontario, CA | Dec 2018 - Current | 5 |
| Falcon Wealth Planning | Ontario, CA | Dec 2018 - Jun 2022 | 3 |
| Falcon Wealth Planning | Ontario, CA | Jan 2018 - Dec 2018 | < 1 |
| California State University San Bernardino | San Bernardino, CA | Jun 2013 - Dec 2017 | 4 |
| Beacon Pointe | Newport, CA | Jun 2017 - Sep 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CA
- TX
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Total Assets Under Management826MILLIONS
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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