Zachariah Spicer (CRD# 5533318) is an Investment Advisor Representative working at Amfg Wealth Management LLC in Ashland, OH and has over 10 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 2181026
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amfg Wealth Management LLC | Berea, OH | Jun 2020 - Current | 3 |
| Liberty Partners Financial Services | Mt. Pleasant, SC | May 2020 - Current | 3 |
| Westpoint Wealth Management | Akron, OH | May 2020 - Current | 3 |
| Oneamerica Securities | Akron, OH | Dec 2014 - May 2020 | 5 |
| American United Life | Akron, OH | Oct 2014 - May 2020 | 5 |
| Axa Advisors, LLC | New York, NY | May 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- OH
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts518ACCOUNTS
-
Average Account Value$73,617
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, SC
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