Zachary BallardCRD Number: 6077383
Current Firm: Aon Hewitt Financial Advisors, LLC
Zachary Ballard (CRD# 6077383) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Orlando, FL and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Aon Hewitt Financial Advisors LLC||Charlotte, NC||Jun 2012 - Current||5|
|Aon Hewitt||Orlando, FL||Oct 2000 - Jun 2012||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management16,479MILLIONS
Total Number of Accounts137,989ACCOUNTS
Average Account Value$119,425
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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