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 5 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||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|
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
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