Zachary Palmer (CRD# 7000978) is an Investment Advisor Representative working at Ark Royal Wealth Management LLC in Raleigh, NC and has over 6 years of experience in the finance industry. Zachary Palmer has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
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 |
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.