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Zachary Bram Poitra

Insight Folios

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About Zachary Bram Poitra

Zachary Bram Poitra is a financial advisor with Insight Folios. Zachary has been in the financial industry since 1999 and is registered as an Investment Advisor Representative with Insight Folios in Oregon and Tennessee and holds Series 7 and Series 65 licenses. Zachary is a financial professional that can help individuals, families, and businesses with their financial planning, portfolio management, and other financial needs. Zachary also has experience working with D.A. Davidson & Co., Allstate Financial Services, LLC, and Pacific Crest Securities Inc.

Firm Information

Zachary Poitra is currently registered with Insight Folios. Insight Folios is an investment advisor with 15 licensed agents, primarily providing financial planning, pension consulting, and portfolio management for individuals. Based in Charlotte, NC, the firm manages approximately $278.96 million in assets for 1,810 clients, including high-net-worth individuals and other individuals. They also provide selection of other advisors and portfolio management for individuals.
Insight Folios

11610 NORTH COMMUNITY HOUSE

CHARLOTTE, NC 28277

$278.96M

Assets Under Management

34

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Zachary Poitra’s Registration & Firm History

NC

05/23/2023 - Present

Insight Folios (CHARLOTTE NC)

OR

09/16/2009 - 08/19/2010

D.A. DAVIDSON & CO. (LAKE OSWEGO OR)

OR

04/09/2009 - 09/17/2009

ALLSTATE FINANCIAL SERVICES, LLC (GRESHAM OR)

MA

02/12/2003 - 04/03/2007

PACIFIC CREST SECURITIES INC. (BOSTON MA)

FL

06/17/2002 - 01/07/2003

AVALON RESEARCH GROUP, INC. (BOCA RATON FL)

OR

05/13/1999 - 05/29/2002

PACIFIC CREST SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 12/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Bram Poitra.
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