Zachary Spradlin (CRD# 6021586) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Alexandria, VA and has over 12 years of experience in the finance industry. Zachary Spradlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Alexandria, VA | Apr 2021 - Current | 3 |
| Charles Schwab & Company, Inc. | Alexandria, VA | Sep 2018 - Apr 2021 | 2 |
| Charles Schwab Bank | Alexandria, VA | Sep 2018 - Apr 2021 | 2 |
| Fidelity Brokerage Services LLC | Tysons Corner, VA | Jul 2014 - Sep 2018 | 4 |
| Fidelity Personal And Workplace Advisors | Covington, KY | Oct 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- TX
- VA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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