Zachary Clifton (CRD# 5945939) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairlawn, OH and has over 11 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.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services | Fairlawn, OH | Jun 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Richfield, OH | Dec 2015 - May 2021 | 5 |
| Charles Schwab Bank | Richield, OH | Dec 2015 - May 2021 | 5 |
| J.p. Morgan Securities LLC | Akron, OH | Dec 2014 - Nov 2015 | < 1 |
| Charles Schwab & Company,inc | Richfield, OH | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY
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