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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Beckerley is a financial advisor registered with Merit Financial Advisors in Alpharetta, Georgia. Zachary has been in the financial services industry since 2009. Zachary is a Certified Financial Planner, and holds the Series 7, Series 63, and Series 65 licenses. Zachary has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Zachary's prior employment history includes roles at LPL Financial LLC and Dewaay Financial Network, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
10/30/2017 - Present
Merit Financial Advisors (ALPHARETTA GA)
TX
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (FRISCO TX)
IA
08/18/2011 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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