Zachary Palmer (CRD# 7000978) is an Investment Advisor Representative working at Ark Royal Wealth Management LLC in Raleigh, NC and has over 5 years of experience in the finance industry. Zachary Palmer 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 |
|---|---|---|---|
| Ark Royal Wealth Management LLC | Raleigh, NC | Mar 2024 - Current | < 1 |
| Modera Wealth Management, LLC | Westwood, NJ | Jul 2019 - Mar 2024 | 4 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2018 - Jul 2019 | < 1 |
| Ark Royal Wealth Managment | Raleigh, NC | Dec 2017 - Aug 2018 | < 1 |
| Postmates | Raleigh, NC | Dec 2017 - Jan 2018 | < 1 |
| Hilltop Wealth Advisors | Chapel Hill, NC | May 2017 - Dec 2017 | < 1 |
| Student At Unc Chapel Hill | Chapel Hill, NC | Aug 2014 - Dec 2017 | 3 |
| Carolina Financial Group | Raleigh, NC | Jun 2016 - Dec 2016 | < 1 |
| Ark Royal Wealth Management | Raleigh, NC | May 2015 - Aug 2015 | < 1 |
| North Carolina State University | Raleigh, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- NC
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts230ACCOUNTS
-
Average Account Value$458,261
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
NC, TX
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