Zachary Coburn, financial advisor Arlington VA

Zachary Coburn

CRD Number: 7307038
Current Firm: E*trade Capital Management, LLC

Zachary Coburn (CRD# 7307038) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has 1 year of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Arlington VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Arlington VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Arlington VA

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Feb 2022 - Current < 1
E*trade Capital Management LLC Alpharetta, GA Feb 2022 - Current < 1
Wells Fargo Clearing Services St Louis, MO Sep 2021 - Feb 2022 < 1
Randstad St Louis, MO Apr 2021 - Feb 2022 < 1
Td Ameritrade St Louis, MO Oct 2020 - Apr 2021 < 1
Us Census Bureau Troy, AL Aug 2020 - Oct 2020 < 1
Lowes Troy, AL May 2020 - Sep 2020 < 1
Momma Goldbergs Deli Troy, AL Mar 2020 - Jun 2020 < 1
Unemployed Troy, AL Jan 2020 - May 2020 < 1
Regions Bank Troy, AL Oct 2019 - Jan 2020 < 1
Troy State University Troy, AL May 2019 - Oct 2019 < 1
Troy State University Troy, AL Aug 2016 - May 2019 2
Gol Security Savannah, GA May 2018 - Sep 2018 < 1
Robertsdale High School Robertsdale, AL Jan 2010 - Aug 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2020
S63 Uniform Securities State Law Examination Feb 2021
Contact Info for Zachary N. Coburn
Phone Number: (703) 247-3700
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    12,223
    MILLIONS
  • Total Number of Accounts
    96,990
    ACCOUNTS
  • Average Account Value
    $126,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.