Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Byron Hurd is a financial advisor at SageSpring Wealth Partners, a firm with offices in Franklin, TN. Zachary has been in the financial industry since December 2011. He holds a Series 66 license, as well as the Series 7 and SIE exams. Zachary is also a Certified Financial Planner. His firm manages over $5.5 billion in assets and specializes in financial planning, portfolio management for individuals, and pension consulting.
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.
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.
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TN
03/23/2023 - Present
Sagespring Wealth Partners (FRANKLIN TN)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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