Zachary Palmer, financial advisor Raleigh NC

Zachary Palmer

CRD Number: 7000978
Current Firm: Ark Royal Wealth Management LLC

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.

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Professional Designations
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Zachary M. Palmer
Phone Number: 919-710-8665
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $458,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

NC, TX

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