Zachary Saint James (CRD# 7237693) is an Investment Advisor Representative working at Wells Fargo Advisors in Troy, OH and has over 3 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 711261
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Troy, OH | Mar 2020 - Current | 4 |
| Loretta's Country Kitchen | Christiansburg, OH | May 2013 - Current | 10 |
| Itw Food Equipment/hobart Service | Troy, OH | Mar 2019 - Mar 2020 | 1 |
| Zeal Coaching For Life And Career | Troy, OH | Feb 2017 - Dec 2019 | 2 |
| First Financial Bank | Troy, OH | Mar 2018 - Mar 2019 | 1 |
| J. Crew | Beavercreek, OH | Oct 2017 - Oct 2018 | 1 |
| Graham Local Schools | St. Paris, OH | Aug 2001 - May 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- FL
- IL
- OH
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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