Zachary Dippold, financial advisor DuBois PA
93 score

Zachary Dippold

CRD Number: 5530081
Current Firm: Cetera Investment Advisers LLC

Zachary Dippold (CRD# 5530081) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in DuBois, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisors LLC Schaumburg, IL Jul 2013 - Current 4
Cetera Financal Specialists LLC Schaumbug, IL Jul 2013 - Current 4
Metlife Securities Dubois, PA May 2008 - Jul 2013 5
Unemployed St Marys, PA May 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Zachary P. Dippold
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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