Zachary Clifton, financial advisor Richfield OH
93 score

Zachary Clifton

CRD 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 4 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Zachary R. Clifton
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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