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Zachary John Joiner

Spire Wealth Management, LLC

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About Zachary John Joiner

Zachary Joiner is a financial advisor with Spire Wealth Management, LLC. Zachary has over 10 years of experience in the financial services industry. Zachary has a Series 7 and Series 66 license. Zachary is also a Certified Financial Planner. Zachary specializes in financial planning, retirement planning, and estate planning. Zachary is committed to providing his clients with personalized financial advice and guidance. Prior to joining Spire Wealth Management, LLC Zachary worked at First Brokerage America, LLC and Ameriprise Financial Services, Inc.

Firm Information

Zachary Joiner is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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 Joiner’s Registration & Firm History

MO

02/17/2022 - Present

Spire Wealth Management, LLC (Clayton MO)

MO

01/02/2013 - 03/18/2014

FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)

IL

08/03/2012 - 01/02/2013

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVILLE IL)

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Licenses & Designations

BOTH

Issued 08/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary John Joiner.
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