Zachory HuishCRD Number: 4606533
Current Firm: Global Retirement Partners LLC
Zachory Huish (CRD# 4606533) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sandy, UT and has over 14 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Global Retirement Partners, LLC||San Rafael, CA||Apr 2015 - Current||2|
|Lpl Financial||Sandy, UT||Jan 2014 - Current||3|
|Independent Financial Partners||Sandy, UT||Jan 2015 - Apr 2015||< 1|
|Fidelity Investments Institutional Services Company, Inc.||Eagle Mountain, UT||Apr 2014 - Dec 2014||< 1|
|Princor Financial Services Corporation||Sandy, UT||Dec 2007 - Apr 2014||6|
|Principal Life Insurance||Sandy, UT||Nov 2007 - Apr 2014||6|
|Morgan Stanley & Company, Incorporated||West Valley, UT||Apr 2007 - Nov 2007||< 1|
|Morgan Stanley Dw Inc.||West Valley City, UT||Apr 2002 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2004|
Total Assets Under Management18,102MILLIONS
Total Number of Accounts3,121ACCOUNTS
Average Account Value$5,800,177
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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