Zachery EstesCRD Number: 7117337
Current Firm: Ameriprise Financial Services, LLC
Zachery Estes (CRD# 7117337) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gulf Shores, AL and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bridgeworks Asset Management, LLC
Sagepoint Financial, Inc.
|Ameriprise Financial Services, LLC||Dothan, AL||Oct 2022 - Current||< 1|
|Edward Jones||St Louis, MO||May 2019 - Oct 2022||3|
|Unemployed||Daphne, AL||Nov 2018 - May 2019||< 1|
|Quincy Compressor||Bay Minette, AL||Sep 2017 - Nov 2018||1|
|Nexair LLC||Mobile, AL||Dec 2016 - Sep 2017||< 1|
|Esab Welding And Cutting||Daphne, AL||May 2011 - Nov 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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