Zachary MakawiCRD Number: 6126536
Current Firm: Next Financial Group, Inc.
Zachary Makawi (CRD# 6126536) is an Investment Advisor Representative working at Next Financial Group, Inc. in Tempe, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Next Financial Group Inc.||Houston, AZ||Mar 2013 - Current||4|
|Next Financial Group Inc.||Houston, TX||Nov 2012 - Mar 2013||< 1|
|Arizona State University||Tempe, AZ||Jan 2007 - Mar 2013||6|
|Arizona State University||Tempe, AZ||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV