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Zachary Alan Spainhour

A4 Wealth Advisors LLC

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About Zachary Alan Spainhour

Zachary Alan Spainhour is a financial advisor with A4 Wealth Advisors LLC in Huntersville, North Carolina. Zachary holds Series 63, 65, 7TO and SIE licenses. He is also a Certified Financial Planner. Before joining A4 Wealth Advisors LLC, Zachary worked as a financial advisor for LPL Financial LLC in Fort Mill, South Carolina. Zachary has over 10 years of experience in the financial services industry. He is committed to providing personalized financial advice and strategies to help clients reach their financial goals. He specializes in financial planning, portfolio management for individuals and educational seminars. Zachary's clients include high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Zachary Spainhour is currently registered with A4 Wealth Advisors LLC. A4 Wealth Advisors LLC is an independent financial advisory firm located in Huntersville, NC, providing investment management, financial planning, and educational seminars for individuals and high-net-worth clients. They manage approximately $176 million in assets and have a team of 5 licensed professionals.
A4 Wealth Advisors LLC

16140 NORTHCROSS DRIVE

HUNTERSVILLE, NC 28078

$176.02M

Assets Under Management

4

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Co-advisor fees

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Zachary Spainhour’s Registration & Firm History

NC

08/19/2024 - Present

A4 Wealth Advisors LLC (HUNTERSVILLE NC)

SC

04/10/2023 - 08/06/2024

LPL FINANCIAL LLC (FORT MILL SC)

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Licenses & Designations

BC

Issued 07/11/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/15/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/15/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Alan Spainhour.
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