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 Management11,578MILLIONS
Total Number of Accounts110,165ACCOUNTS
Average Account Value$105,093
- 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