Zachary Gates is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lexington, KY, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3285 Blazer Pkwy, Suite 100, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary has several outside business activities, including 100% ownership in Planning Dynamics Inc, LGM Properties LLC, and Buck Run LLC, as well as 50% ownership in Elkhorn Creek Financial Inc and rental property. He also serves as co-trustee for his aunt's trust, trustee for Planning Dynamics 401k, treasurer for The Frankfort Academy Christian Academy, and finance committee member for Versailles Baptist Church.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Signator Investors, INC.Broker
State Registrations33 states
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