Zachary Holly, financial advisor Sunnyvale CA
70 score

Zachary Holly

CRD Number: 6273517
Current Firm: Financial Engines Advisors LLC

Zachary Holly (CRD# 6273517) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Sunnyvale, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financials Engines Advisors, LLC Phoenix, AZ Aug 2016 - Current 1
Edward Jones St Louis, MO Oct 2014 - Jul 2016 1
Mml Distributors, LLC Springfield, MA May 2014 - Oct 2014 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Dec 2013 - Oct 2014 < 1
Mml Investors Services LLC Phoenix, AZ Dec 2013 - Oct 2014 < 1
Liberty Mutual Insurance Company Phoenix, AZ Oct 2011 - Nov 2013 2
Dish Network Phoenix, AZ Jul 2010 - Aug 2011 1
Us Census Bureau Lincoln, NE Apr 2010 - Jul 2010 < 1
Radio Shack Lincoln, NE Apr 2010 - Jun 2010 < 1
Enterprise Rent-a-car Lincoln, NE Aug 2009 - Mar 2010 < 1
Enterprise Rent-a-car Tempe, AZ Sep 2007 - Aug 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Zachary J. Holly
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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
70

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