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Zacharie Bethel

16 Years of Experience
Boise, ID
Broker

Zacharie Bethel is a registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

950 W Bannock St, Suite 700, Boise, ID, 83702

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History

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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Other Business Activities

Zacharie owns rental real estate property since 2022, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Investment Services LLCBroker
May 2017 - November 2021 · 4 yrs 6 mos
Cetera Investment Advisers LLC
May 2017 - November 2021 · 4 yrs 6 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Morgan Stanley
June 2009 - March 2016 · 6 yrs 9 mos
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
December 2008 - June 2009 · 6 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Zacharie Bethel - Financial Advisor | TrueAdvisor