Zachary
Bollinger

Charles Schwab & Co., Inc

CRD#5185809
Investment Advisor
in Orlando, FL
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About this Advisor

Zachary Bollinger is a certified financial planner based in Orlando, Florida, who has been in the financial industry for 12 years. Bollinger is an employee of Charles Schwab & Co., Inc. Their career trajectory has included roles at Charles Schwab Bank, Ameriprise Financial Services, Inc, Fidelity Investments and Charles Schwab & Co., Inc. Bollinger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Charles Schwab & Co., Inc is a company headquartered in Orlando, Florida. It has offices in 370 locations and a total of 14,879 financial advisors. The company performs a set of services, including financial planning services, selection of other advisers and other services. Financial management fee schedules typically vary depending on which service is offered. However, fees billed by Charles Schwab & Co., Inc likely are comprised of some combination of hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1991 Summit Park Drive
Orlando, FL 32810

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

FL Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Zachary Bollinger Work History

Zachary has 12 years of experience.

2017 - Present (2 years)

Charles Schwab Bank

2017 - Present (2 years)

Charles Schwab & Co., Inc

2009 - 2017 (8 years)

Fidelity Investments

2006 - 2009 (3 years)

Ameriprise Financial Services, Inc

Disclosures

Zachary Bollinger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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