Zachary JoinerCRD 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 4 years of experience in the finance industry.
Visionary Wealth Advisors, LLC
Cambridge Capital Management, LLC
Steve Robbins, Inc.
|Cambridge Capital Management, LLC||O'fallon, IL||Mar 2014 - Current||2|
|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|
Total Assets Under Management126MILLIONS
Total Number of Accounts709ACCOUNTS
Average Account Value$177,554
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.