Zachary
Marsh
Facet
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About this Advisor
Zachary Marsh is a financial advisor based in Clayton, North Carolina, working with Facet. Zachary has previously held positions at The Vanguard Group, Inc, Ameriprise Financial, The North Face, North Carolina State University, and Facet. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Zachary is part of Facet, which operates out of Clayton, North Carolina. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.
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Fee Structure
Office Location
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Facet Brokerage Details
$2,544,660,518
234
24,977
$101,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Zachary Marsh Work History
Facet
The Vanguard Group, Inc
Ameriprise Financial
The North Face
North Carolina State University
Disclosures
Please visit the SEC profile of Zachary Marsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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