Zachary Carver (CRD# 7621629) is an Investment Advisor Representative working at Cook Wealth, LLC in Raleigh, NC and has 1 year of experience in the finance industry. Zachary Carver 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# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cook Wealth Management Group, LLC | Raleigh, NC | Nov 2020 - Current | 3 |
| Trp Sumner Pllc | Fayetteville, NC | Sep 2019 - Nov 2020 | 1 |
| Petway Mills & Pearson Pa | Zebulon, NC | Apr 2019 - Sep 2019 | < 1 |
| Bunch & Company, LLP | Rocky Mount, NC | Jan 2019 - Apr 2019 | < 1 |
| Overman & Parks, Cpas, Pa | Rocky Mount, NC | Jan 2018 - Dec 2018 | < 1 |
| North Carolina Wesleyan University | Rocky Mount, NC | Aug 2016 - Dec 2018 | 2 |
| North Carolina Wesleyan University | Rocky Mount, NC | Sep 2015 - Jun 2018 | 2 |
| North Carolina Wesleyan University | Rocky Mount, NC | Aug 2017 - Apr 2018 | < 1 |
| High School | Rocky Mount, NC | Sep 2011 - Jun 2015 | 3 |
- NC
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Total Assets Under Management475MILLIONS
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Total Number of Accounts1,208ACCOUNTS
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Average Account Value$393,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, MA, MD, NC, NJ, NM, NY, TX, VA
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