Zachary Joiner, financial advisor O'Fallon IL
90 score

Zachary Joiner

CRD Number: 5631960
Current Firm: Cambridge Capital Management, LLC

Zachary Joiner (CRD# 5631960) is an Investment Advisor Representative working at Cambridge Capital Management, LLC in O'Fallon, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Capital Management, LLC O'fallon, IL Mar 2014 - Current 3
First Brokerage America, LLC St. Louis, MO Dec 2012 - Mar 2014 1
Ameriprise Financial Services, Inc. Belleville, IL Jul 2012 - Dec 2012 < 1
Wells Fargo Advisors St. Louis, MO Dec 2008 - Jun 2012 3
Southern Illinois University Edwardsville Edwardsville, IL Aug 2004 - Dec 2008 4
Andria's Countryside Restaurant Edwardsville, IL Jun 2006 - Nov 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Zachary J. Joiner
Phone Number: 618-206-3262
Firm Website:
Registered State(s):
  • IL
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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