Zachary CliftonCRD Number: 5945939
Current Firm: Charles Schwab & Company, Inc.
Zachary Clifton (CRD# 5945939) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 3 years of experience in the finance industry. Zachary Clifton 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Charles Schwab Bank||Richield, OH||Dec 2015 - Current||< 1|
|Charles Schwab & Company, Inc.||Richfield, OH||Dec 2015 - Current||< 1|
|J.p. Morgan Securities LLC||Akron, OH||Dec 2014 - Nov 2015||< 1|
|Charles Schwab & Company,inc||Richfield, OH||Jun 2011 - Dec 2014||3|
|Discount Fency Supply||Streetsboro, OH||May 2011 - Jun 2011||< 1|
|University Of Akron||Akron, OH||Aug 2008 - May 2011||2|
|Developmental Programs||Akron, OH||Aug 2008 - May 2011||2|
|Tgi Fridays||Stow, OH||Jul 2009 - May 2010||< 1|
|Sanitary Engineers Of Canton||Canton, OH||May 2008 - Aug 2008||< 1|
|The Ohio State University||Columbus, OH||Aug 2006 - Apr 2008||1|
|Unemployed||Canton, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, VI, VT, WA, WI, WV
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