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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Harmon is an investment advisor representative with The Colony Group, LLC, a firm with over $50 billion in assets under management. Zachary has been in the industry since 2018 and has experience in a variety of financial services roles. Zachary holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Zachary is registered in Texas to provide investment advisory services. The Colony Group, LLC offers a variety of financial services to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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TX
07/01/2024 - Present
THE Colony Group, LLC (AUSTIN TX)
CA
04/12/2019 - 04/20/2023
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 11/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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