Zachary Coburn (CRD# 7307038) is an Investment Advisor Representative working at Morgan Stanley in Alpharetta, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Alpharetta, GA | Nov 2022 - Current | 1 |
| E*trade Securities LLC | Alpharetta, GA | Feb 2022 - Current | 2 |
| E*trade Capital Management LLC | Alpharetta, GA | Feb 2022 - Current | 2 |
| 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
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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