Zachary Parkison, financial advisor Sweetwater TN
88 score

Zachary Parkison

CRD Number: 6313345
Current Firm: Cetera Investment Advisers LLC

Zachary Parkison (CRD# 6313345) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sweetwater, TN and has over 2 years of experience in the finance industry.

Similar Advisors
Spencer Hall, financial advisor Sweetwater TN
Spencer S. Hall
CRD# 5821183
Retirement Planning Services, LLC
Score
100
Similar Advisors
Michael Cox, financial advisor Sweetwater TN
Michael E. Cox
CRD# 2129658
Cw Securities, LLC
Score
98
Similar Advisors
Ralph Alexander, financial advisor Sweetwater TN
Ralph Alexander
CRD# 2822
Ameriprise Financial Services, Inc.
Score
96
Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Sep 2015 - Current 1
Cetera Investment Advisers LLC Cleveland, TN Sep 2015 - Current 1
Regions Bank Cleveland, TN Aug 2015 - Current 1
Edward Jones St Louis, MO Mar 2014 - May 2015 1
Sierra-at-tahoe Resort Twin Bridges, CA Dec 2012 - Jan 2014 1
The Blackthorn Club At The Ridges Jonesborough, TN Apr 2012 - Nov 2013 1
Ruby Tuesday Johnson City, TN Mar 2010 - Apr 2012 2
Red Lobster Johnson City, TN Sep 2009 - Mar 2010 < 1
Unemployed Johnson City, TN Sep 2008 - Sep 2009 1
Springbrook Country Club Niota, TN May 2007 - Aug 2008 1
Ymca Athens, TN May 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Zachary L. Parkison
Phone Number: 888-528-2987
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.