Zachary
Macfarland
Florida Financial Advisors, LLC
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About this Advisor
Zachary Macfarland is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Zachary has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Pitt Property Management Llp, East Carolina University, University Of Lynchburg, Uber, Student Managed Investment Fund (Smif), Fins Restaurant Inc, Zogg'S Raw Bar & Grill, Dog Fish Brewery & Eats, Segrue / Big Fish Grill, Sunsations, and Cape Henlopen High School. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Florida and North Carolina. Currently, Zachary is part of Florida Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. 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, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
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
Zachary Macfarland Work History
Florida Financial Advisors Dba Tristate Financial Advisors
Pitt Property Management Llp
Uber
East Carolina University
Zogg'S Raw Bar & Grill
University Of Lynchburg
Student Managed Investment Fund (Smif)
Dog Fish Brewery & Eats
Fins Restaurant Inc
Segrue / Big Fish Grill
Sunsations
Cape Henlopen High School
Disclosures
Please visit the SEC profile of Zachary Macfarland 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 Florida Financial Advisors, LLC
Nashville, TN
Atlanta, GA
Jacksonville, FL
Vienna, VA
Atlanta, GA
Atlanta, GA
Miami, FL
Tampa, FL
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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