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Zachary M Davis

Charles Schwab & CO., Inc.

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About Zachary M Davis

Zachary M Davis is a financial professional with experience in the financial services industry. Zachary is currently registered as a Registered Representative with Charles Schwab & CO., Inc. and holds multiple licenses, including Series 63, 66 and 7TO. Zachary's experience includes roles at Young's Market Company, Cuvee 928, First Command Financial Services, Target and Cabelas. Zachary has a strong background in financial planning and provides advice on a variety of financial products and services, including mutual funds, stocks, bonds, and retirement planning. Zachary's expertise is focused on individuals and families.

Firm Information

Zachary Davis is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Zachary Davis’s Registration & Firm History

AZ

09/06/2021 - Present

Charles Schwab & CO., Inc. (Tempe AZ)

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Licenses & Designations

BOTH

Issued 09/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zachary M Davis.
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