Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Bert Campbell is a financial advisor with RFG Advisory, LLC. Zachary has over 10 years of experience in the financial services industry, having worked previously for Equitable Advisors, LLC, Charles Schwab & Co., Inc., and Private Client Services, LLC. Zachary is a Chartered Financial Consultant and holds the Series 7, Series 66 and SIE securities licenses. Zachary specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Zachary is also a board member of Hopebridge, and owns rental properties through BGK Enterprises LLC. Zachary is committed to providing clients with personalized financial advice that meets their unique needs and goals.
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.
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.
1
2
OH
03/31/2023 - Present
RFG Advisory, LLC (UNIONTOWN OH)
OH
03/31/2023 - 05/22/2024
PRIVATE CLIENT SERVICES, LLC (Uniontown OH)
OH
05/25/2016 - 04/04/2023
EQUITABLE ADVISORS, LLC (UNIONTOWN OH)
OH
02/28/2013 - 03/10/2016
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
BOTH
Issued 07/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Zachary Campbell is the right advisor for you? Invested Better is here to help.
