Zachary Gibson (CRD# 6975398) is an Investment Advisor Representative working at Ally Invest Advisors in Phoenix, AZ and has over 5 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Mar 2023 - Current | 1 |
| Ally Invest Securities LLC | Charlotte, NC | Jul 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jul 2020 - Jul 2021 | 1 |
| Rover | Seattle, WA | Feb 2020 - Aug 2020 | < 1 |
| Usaa Investment Services Company | Phoenix, AZ | Jun 2020 - Jul 2020 | < 1 |
| Randstad | Phoenix, AZ | Jan 2020 - Jul 2020 | < 1 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Jan 2020 - Jun 2020 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2018 - Jan 2020 | 1 |
| State Farm | Tempe, AZ | Nov 2016 - Jun 2018 | 1 |
| Unemployed | Phoenix, AZ | Apr 2016 - Nov 2016 | < 1 |
| Nutricity | Scottsdale, AZ | Oct 2013 - Apr 2016 | 2 |
| Executemps Southwest | Phoenix, AZ | Oct 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- AZ
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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