Zachary Miller, financial advisor Lima OH

Zachary Miller

CRD Number: 5417879
Current Firm: Fifth Third Securities, Inc.

Zachary Miller (CRD# 5417879) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lima, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Bank Lima, OH May 2018 - Current 5
Fifth Third Securities Lima, OH May 2018 - Current 5
The Huntington Investment Company Columbus, OH Jul 2009 - May 2018 8
Huntington National Bank Lima, OH May 2009 - Oct 2017 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Aug 2016
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Zachary D. Miller
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,983
    MILLIONS
  • Total Number of Accounts
    40,143
    ACCOUNTS
  • Average Account Value
    $198,861
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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