linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Zachary Owen Harris

Consolidated Planning Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Zachary? Claim Your Profile

About Zachary Owen Harris

Zachary Harris is a financial advisor with Consolidated Planning Corp. and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Zachary Harris is registered in 27 states for broker-dealer (BC) activities and one state for investment advisor (IA) activities. Zachary Harris has a Series 7TO, SIE, and Series 66 license. Zachary Harris is a financial advisor with over 2 years of experience in the industry. Zachary Harris is associated with Bellars Harris Wealth Management, LLC and ZOH Enterprises, Inc, and is affiliated with Consolidated Planning Corporation.

Firm Information

Zachary Harris is currently registered with Consolidated Planning Corp.. Consolidated Planning Corp. is an investment advisory firm based in Atlanta, GA with approximately $1 billion to $10 billion in assets under management. The firm serves individuals, corporations, charitable organizations, and high-net-worth individuals. Consolidated Planning Corp. provides a range of services including financial planning, portfolio management, and selection of other advisors. The firm also participates in wrap fee programs.
Consolidated Planning Corp.

1475 PEACHTREE ST. NE

ATLANTA, GA 30309

$1.58B

Assets Under Management

7

Total Clients

22

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third-party advisory fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Zachary Harris’s Registration & Firm History

VA

05/13/2022 - Present

Consolidated Planning Corp. (Virginia Beach VA)

Not sure if Zachary Owen Harris is right for you?

Licenses & Designations

BOTH

Issued 04/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Owen Harris.
Not sure if Zachary Owen Harris is right for you?