Zachary
Campbell
Merit Financial Advisors
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About this Advisor
Zachary Campbell is a financial advisor based in Alpharetta, Georgia, working with Merit Financial Advisors. Zachary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Elmhurst College, Shoreline Metal Fabricators, Pinstripes, Inc, Hoopis Group, Bank Of America, N.A, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Woodbury Financial Services Inc, Lpl Financial LLC, and Merit Financial Group LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Zachary is part of Merit Financial Advisors, which operates out of Alpharetta, Georgia. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Zachary Campbell Work History
Lpl Financial LLC
Merit Financial Group LLC
Woodbury Financial Services Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Hoopis Group
Bank Of America, N.A
Pinstripes, Inc
Shoreline Metal Fabricators
Shoreline Metal Fabricators
Elmhurst College
Disclosures
Please visit the SEC profile of Zachary Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merit Financial Advisors
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Southlake, TX
Denver, CO
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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