Zachary DaviesCRD Number: 5051960
Current Firm: Stifel, Nicolaus & Company, Incorporated
Zachary Davies (CRD# 5051960) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wenatchee, WA and has over 14 years of experience in the finance industry. Zachary Davies 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.
Stifel, Nicolaus & Company, Incorporated
|Stifel, Nicolaus & Company, Incorporated||Wenatchee, WA||Sep 2009 - Current||12|
|Ubs Financial Services||Wenatchee, WA||Oct 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
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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