Zebulon Sale is a registered investment advisor, based in Martinsburg, WV, with 23 years of industry experience.
Location
148 S Queen St, Martinsburg, WV, 25401
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Zebulon is the trustee/owner of a rental property since 2019, handling maintenance and repairs. He dedicates minimal time to this activity.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
January 2010 - January 2018 · 8 yrs
Bb&t Investment Services, INC.Broker
December 2009 - January 2018 · 8 yrs 1 mo
Allstate Financial Services, LLCBroker
January 2003 - December 2009 · 6 yrs 11 mos
Dmg Securities, INC.Broker
July 2002 - October 2002 · 3 mos
State Registrations20 states
ALAZCADCDEFLGAMAMDNCNYOHORPASCTNTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.