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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
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 |
- GA
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Total Assets Under Management12,223MILLIONS
-
Total Number of Accounts96,990ACCOUNTS
-
Average Account Value$126,023
- A percentage of assets under your management
- 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
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
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